Investment Management
Our investment management services are designed to provide you with a portfolio tailored to your unique financial goals, needs, and time horizon. We follow a disciplined and evidence-based approach to investing, focused on achieving long-term growth while minimizing risk.
The Taursas Way
With our guided portfolio creation and switching to our platform, you will have access to our financial tools, strategy, and expertise.
01 Asset Allocation
02 Infinitus Portfolio
03 Easy Switching
04 Investment Analysis
Learn more about our Investment Strategy and Philosophy
01
Asset Allocation
Our investment management services includes the identification, selection, allocation, and portfolio construction of US and international publicly-traded companies, low-fee ETFs and mutual funds, fixed income securities, and other securities.
Explore the possibilities of investing,
the Taursas way.
02
Infinitus Portfolio
All Taursas investors have access to our Infinitus Portfolio, a low turnover, tax-efficient fund that seeks to achieve stable and satisfactory returns for many years to come. We can also create model portfolios that match your exact investment needs.
Note: Past performance is no guarantee of future results. Investing with Taursas does not guarantee positive returns on investment.
Make the switch and start your financial journey with Taursas
03
Easy Transfer
Investors with portfolios at other firms may choose to keep their current holdings (it takes just a few days to switch), or they may adjust their strategy to better meet their needs with the help of Taursas. Investors have the option to be as hands-on or as hands-off as they desire.
Join our mission of simplifying investing
04
Investment Analysis
Whether you are a first time investor in equity markets or have an existing portfolio, Taursas can help you navigate the thousands of investment products available to you. We are available 24/7, and can provide you with a clear picture of securities you may be considering.