Taylor, Cottrill, Erickson & Associates

Taylor, Cottrill, Erickson & Associates, Inc. offers wealth and portfolio management services to individuals and institutions. As an independent registered investment advisor, we owe our clients a fiduciary duty and put our clients’ interests above our own. -Diversification is the best tool for managing volatility when seeking returns that require risk-taking. There are rules of thumb, but the appropriate level of diversification is unique to each client’s specific situation. -Asset Allocation is the primary determinant of investment returns. The choice between stocks or bonds is more important than the choice between which stocks, or which bonds. -Execution is critical. Consistent execution of an investment strategy with consideration of easily measured costs (such as investment management fees) as well as less obvious costs, such as taxes, commissions, and trading spreads, adds value over time. -Confidence in your advisor during difficult markets will help weather the storm and prevent the very common and very costly mistake of making drastic changes at precisely the wrong moment.