Taggart Financial Group, Inc. (TFGI) is registered as an investment advisor under the state laws in Texas.
Taggart Financial Group, Inc., working with one or more service providers, offers the following services to its clients: - Development of individual or plan investment policy - Background studies to determine if investments meet plan guidelines - Asset allocation recommendations - Portfolio Mangement to meet guidelines - Recommending money managers to buy and sell securities within asset categories, with actual selection made by client - Reporting on money manager performance - Recommending custody of funds - Monitoring money managers to assure investment guidelines are met - Reporting to clients on at least a quarterly basis and many times more frequently Through these service procedures, Taggart Financial Group, Inc. seeks to provide its clients risk-adjusted returns commensurate with investment policy guidelines.
Investment Discipline:
Active management of Top Down Asset Allocation to meet individually determined Strategic Investment Guidelines. Managers and securities selected from currently favored market sectors and style areas who have sound long-range records and who are performing very competitively in the one-month, three-month and six-month periods just past. Portfolios monitored weekly, using relative strength crossover performance, trading bands and actual total return performance. Buys and sells driven by changes in market indices ranking as well as manager performance.
Useful Financial Links:
Occasionally we email reports regarding market conditions to our friends and clients. If you would like to receive one of our rare reports subscribe to our email list below.
Philip Taggart
770 S Post Oak Lane, Suite 690
Houston, Tx 77056
Tel (713)961-1724
http://www.taggart.com/
phil@taggart.com
