Founded in 1999 as an SEC-registered investment advisor, Taylor Advisors focuses exclusively on serving community financial institutions across the United States. The firm was acquired by HUB International in December 2020. Their core mission is to help clients like banks and credit unions manage their balance sheets effectively through services including investment advisory, asset/liability management (ALM), bond portfolio accounting, and customized strategic planning. They aim to deliver institutional-quality advice and independent, objective solutions to enhance their clients' performance and risk management.

Founded in

United States