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
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
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.
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.