Taylor House Investment Management, Inc. is an adviser based in New Milford. It manages $23.63 million of regulatory assets for 80 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.
Taylor House Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Taylor House Investment Management, Inc. is $23.63 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Taylor House Investment Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Charles Beach Barlow has been acting as President since 1 Sep 1982. Kerstin V. Lowe joined the executive team most recently as the Director.
The principal office where Taylor House Investment Management, Inc. performs its advisory services is located at 34 B Main Street, New Milford, CT 06776, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 860-355-5545 or by fax 860-355-1827. The normal business hours are 9am - 5pm on Monday - Friday.