Taylor Advisors, Inc., A Hub International Company

Taylor Advisors, Inc., a HUB International company, is an SEC-registered investment adviser based in Kentucky, established in 2002 and acquired by HUB International in 2022. The firm offers investment advisory services to institutional clients, including active management of fixed income portfolios, with the option for discretionary or non-discretionary account management. They provide quarterly investment analytics reports and do not receive commissions on security transactions. Taylor Advisors also offers investment consulting services where clients manage their fixed income portfolios, with recommendations based on detailed information and quarterly reports. Additionally, the firm provides balance sheet management consulting services, including advice on deposit benchmarking, leverage strategies, and interest rate risk management. As of December 31, 2024, Taylor Advisors oversees approximately $15.95 billion in assets under advisement, with both discretionary and nondiscretionary assets. Fees for services vary based on the type of service and are either charged as a percentage of assets under management or as flat fees. Clients have the option to terminate contracts with a 30-day notice, and any unearned fees are refunded. Taylor Advisors does not charge performance-based fees and provides investment strategies based on fundamental, technical, and quantitative analysis, among others. Clients have the option to grant discretionary authority for asset management, and the firm does not vote proxies on behalf of clients.