INTELLIGENT

SOLUTIONS

Taurus Capital Management, a Registered Investment Advisor, 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

SOLUTIONS

TO MEET

YOUR

NEEDS

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.

 
 

WHY TAURUS CAPITAL

Taurus Capital Management 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:
communication, discipline, integrity, knowledge and transparency.

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

Tel: (503) 756-2972

saliba@tauruscap.com

 

biography

JULIE CONNOR
VICE PRESIDENT

Tel: (206) 714-2424

julie@tauruscap.com

 

biography

Tel: (503) 888-6866

sarah@tauruscap.com

 

SARAH HERTZOG
OPERATIONS MANAGER
 

HOW CAN WE HELP?

CONTACT US

Email
Phone:  (503) 452-7131

For general inquiries, please fill out the following contact form:

OUR ADDRESS
16325 Boones Ferry Road, Suite 203, Lake Oswego, OR  97035
 

Access your Financial Planning portal

CLIENT RESOURCES

For mobile access, download the TD Ameritrade AdvisorClient® Mobile app in the App Store.

Access your account online:

 

© 2020 by Taurus Capital Management

Taurus Capital Management is a registered investment adviser in the State of Oregon and the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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