Taylor House Investment Management, Inc. (New Milford)


Taylor House Investment Management, Inc. is an adviser based in New Milford. It manages $23.63 million of regulatory assets for 80 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.

Taylor House Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Taylor House Investment Management: assets under management

The assets under management (AUM) of Taylor House Investment Management, Inc. is $23.63 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $23.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $295.4 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Taylor House Investment Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Taylor House Investment Management, Inc.

Charles Beach Barlow has been acting as President since 1 Sep 1982. Kerstin V. Lowe joined the executive team most recently as the Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Charles Beach Barlow President/director 1 Sep 1982 50% - 75% 4417315
Elaine V. Barksdale Director 1 Jun 1990 Other 4420714
Marcy K. Brown Director 1 Jun 1990 Other 4420718
William C. Pasnau Shareholder 1 Jan 1997 25% - 50% 4417325
Kerstin V. Lowe Director 1 May 1999 Other 4420724
Charles Beach Barlow President/director/chief compliance officer 1 Dec 2004 50% - 75% 4417315

Based in New Milford

The principal office where Taylor House Investment Management, Inc. performs its advisory services is located at 34 B Main Street, New Milford, CT 06776, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 860-355-5545 or by fax 860-355-1827. The normal business hours are 9am - 5pm on Monday - Friday.