Taurus Capital Advisors• Taurus Capital Advisors is a ﬁnancial services ﬁrm providing Independent Investment Banking and Wealth Management advice• We are an independent and client centric private wealth management ﬁrm• Our Wealth Management business serves the investment interests and wealth management needs of families and high-net-worth individual investors• We offer breed of investment solutions from product providers in equity, ﬁxed income and alternate investment classes• Our philosophy is that each client requires a ﬁnancial portfolio to match their varied risk appetite and it takes an expert understanding of the ﬁnancial markets to design a portfolio that achieves the clients’ desired goals.
Investing is all about discipline• We follow a detailed and disciplined process to create and ﬁne-tune your portfolio. Speciﬁc steps we can take include: – Review your existing holdings and evaluate special circumstances, such as concentrated stock positions, mismatched asset allocation etc. – Establish target asset allocation ranges for your portfolio, which allow for market ﬂuctuations before rebalancing occurs, in order to maximize efﬁciency – Carefully select investments from investment offerings in a full array of asset classes – Implement your investment plan, managing transitions and analyzing tax implications effectively
THANK YOUFor further details & investingPlease contactTaurus Capital Advisorsfirstname.lastname@example.org
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