We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
McHam Taylor & Co., Inc. is an independent investment advisor that was formed as McHam & Co. in 1990. Headquartered in Spartanburg, South Carolina (strategically located between Atlanta and Charlotte), we serve as investment counsel to wealthy families, endowments and corporate retirement plans.
Our goal is to integrate economic, financial and geo-political factors into a comprehensive investment strategy to preserve and enhance our clients’ wealth. As a fee-based advisory firm (with no proprietary products), we design and customize each plan specifically for the client’s individual situation.
We begin a relationship by meeting with the client to understand their goals, objectives, risk tolerance and time horizon. We then analyze the data and formulate an asset allocation recommendation. Once agreed upon, we will begin to construct the portfolio. This process involves using forward-looking assumptions based on fundamental analysis to isolate attractively valued securities and/or investment disciplines. Naturally, this will be dictated by many factors including, but not limited to, the current market environment, interest rate levels, security valuations, international issues, political factors and even social influences.
Thank you for your consideration of our firm.
McHam Taylor & Co., Inc. is a Registered Investment Advisor regulated by the United States Securities and Exchange Commission. Information found on this site is directed toward U. S. residents only. McHam Taylor & Co. and this website are both based in the State of South Carolina. McHam Taylor & Co. may only transact business in a state if first registered, excluded or exempted from state investment advisor registration requirements. The content of this site is for informational purposes only.