INTELLIGENT
SOLUTIONS
Taurus Capital Advisors, a Registered Investment Adviser, provides professional, ethical, and client-centric investment management and financial planning services.
By building strong client relationships, promoting transparency, reducing costs and harnessing the science of capital markets over hype, we help clients achieve long-term success in reaching their goals.
Oregon Ethics In Business
Award Recipient
RETIREMENT PLANNING
401K rollovers, IRA management, 401K account oversight, establishing SEP IRAs, and other tools to help you plan a secure retirement.
CHARITABLE GIVING
We love helping clients support the community and causes important to them! Tell us about your passion to give back.
FIXED INCOME
Whether you are seeking steady retirement or a more conservative investment objective, Taurus Capital has extensive experience to meet these specific needs.
ESTATE PLANNING
We coordinate with very talented estate attorneys and CPAs to make sure your wishes are documented and regularly updated for any needed changes.
COLLEGE SAVINGS
Understanding how much your child needs, the best 529 plan for you, and how to prioritize between your retirement and their education.
WEALTH PLANNING
Holistic planning includes home financing, proper insurance coverage, tax planning, company stock concentration and evaluation of other financial decisions critical to your future.
Solutions
to meet
your
needs.
WHY TAURUS CAPITAL
Taurus Capital Advisors was founded to fill the need for professional, ethical, informed and client-centric investment management and financial planning services. Relationships are based upon common goals and always prioritize frequent communication and attention to your needs. We truly believe an informed investor is a better client.
We believe in avoiding the day-to-day market noise and related emotions, which can easily sabotage your long-term success. Long-term investment success is based on time-tested, Nobel Prize-winning research, proper asset allocation, low costs, tax sensitivity and strict discipline to these core concepts. We do not aim to time the market, pick "winners" or take oversized risks to outperform the market.
Our business practices are guided by our five Core Values:
Integrity, trust, transparency, accountability, and competency
YOUR TEAM
Transparent communication, expert knowledge, and total trust and confidence in investment advisor is a necessity.
While Taurus Capital Management may be your guide through the investment and financial planning process, our clients are
always best served when they are informed and involved. We never forget that we are here to help you plan your financial future; your thoughts, ideas and concerns will always be heard.
GREGORY SALIBA
PRESIDENT
JULIE CONNOR
VICE PRESIDENT
PETER DE GRAFF CFA®, CFP®
SENIOR ADVISOR
Tel: (503) 747-8708
SKYE TROY
CLIENT SERVICES
Tel: (503) 705-8835
HOW CAN WE HELP?
CONTACT US
Email
Phone: (503) 756-2972
For general inquiries, please fill out the following contact form:
OUR ADDRESS
16325 Boones Ferry Road, Suite 203, Lake Oswego, OR 97035
For mobile access, download the Schwab Mobile® app in the App Store.
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Access your Financial Planning portal
CLIENT RESOURCES
Access your account online: