Taylor Investment Services

Client Reports
Frequently Asked Questions


South Carolina/Florida Registration

Taylor Investment Services (TIS) is a state of South Carolina and Florida registered investment advisor. This site is primarily intended for clients and interested investors residing in South Carolina and Florida and a limited number of clients in other states and countries. Please contact TIS to find out whether business can be conducted in your state or country.

Web Site Information

Certain portions of this website contain discussion of various investment ideas. These ideas should not be construed as a recommendation of any of the securities listed. TIS may or may not have a current position in any idea listed. No current or prospective client should assume that discussions on this website serve as a substitute for the current advice, philosophy, or transactions of TIS or any other investment professional.

Website Accuracy

This website was designed to provide accurate and authoritative information in regard to the subject matter covered. It is compiled with the understanding that I am not engaged in rendering legal, accounting, or other professional service except that specified in TIS' ADV for signed clients. While every effort was made to ensure the accuracy of the information presented by this website, in no way can this be guaranteed.

Performance Figures

The ROI figures are time-weighted and computed using Captool (www.captools.com), a portfolio management program. Performance figures are unaudited. These figures consist of every single transaction for every portfolio TIS has ever managed, both closed and open portfolios. Performance figures are consolidated returns and individual accounts may differ significantly. As of 4/2004 TIS eliminated the ongoing charge for CD assets and therefore excluded these assets from future performance calculations and AUM listings. Performance figures which encompass periods before this date included a fixed income mandate. For periods to April 2004, performance figures would be higher for all years presented except for 2002 if fixed income allocations were eliminated. Performance for 2010 is exclusive of a portfolio where a client passing led to a partial freezing of the account during much of the year. The performance figures reflect a blended fee rate. Past performance is no guarantee of future results.

Changes to Performance Figures

Please see Changes To Performance Figures pdf for performance return modifications made in March 2006.

TD Ameritrade Institutional Services

TD Ameritrade Institutional Services and TIS are independent and unaffiliated. TD Ameritrade Institutional Services, a division of TD Ameritrade Investor Services, Inc., is an independent and unaffiliated brokerage firm that provides TIS clients with securities custody and execution services.