Company Information

Get to know Taylor Advisors, a HUB International Company

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.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Taylor Advisors, a HUB International Company

United States

Founded in

2002 (24 Years)

Founded

Last online: No recent activity

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.