Business Details
9 Years
experience
Your Trusted Investment Advisers in Richmond, VA
Taylor Hoffman is a purpose-driven investment management firm dedicated to building generational wealth for our clients. Founded in 2017 and based in Richmond, Virginia, we manage over $400 million in private funds and separately managed accounts. Our approach combines decades of collective experience with a proprietary, bottom-up investment philosophy focused on identifying undervalued businesses with sustainable competitive advantages. We adhere to three enduring principles: investing in quality businesses with margin of safety, eliminating emotional decision-making, and maintaining long-term resilience through market cycles.Our team of seasoned professionals brings deep expertise in economics, finance, and portfolio management, serving clients with a culture of loyalty, transparency, and partnership. We prioritize client relationships over short-term gains, focusing instead on compounding capital over decades through disciplined analysis and strategic patience.
Services
Investment Management
Private Investment Funds
Separately Managed Accounts
Portfolio Strategy
Wealth Planning
Details
- Year established: 2017
Highlights and features
- We offer 25+ years of combined investment management experience
- Our proprietary bottom-up investment philosophy identifies undervalued businesses
- We maintain strict emotional discipline in investment decision-making
- We focus on long-term compounding over short-term market fluctuations
- Our team includes CFA charterholders and certified financial professionals
Services
Investment Management
Our core service combines rigorous fundamental analysis with long-term value investing principles. We identify businesses with sustainable competitive advantages trading below intrinsic value, applying disciplined risk management across market cycles. Our approach emphasizes emotional detachment and strategic patience to maximize compounding potential for clients.
Private Investment Funds
We offer access to proprietary private investment funds structured for accredited investors seeking diversified exposure to our value-oriented strategy. These funds implement our three foundational principles through concentrated positions in high-quality businesses with durable moats and favorable valuation metrics.
Separately Managed Accounts
Tailored investment solutions for clients preferring direct ownership of securities. We construct individualized portfolios aligned with specific financial goals while maintaining our disciplined value investing approach. This service provides enhanced transparency and customization compared to traditional fund structures.
Wealth Planning
Comprehensive planning services integrating investment management with long-term wealth preservation strategies. Our approach considers clients' unique financial situations, risk profiles, and generational wealth transfer objectives while maintaining strict adherence to our core investment principles.
Portfolio Strategy
Strategic guidance for optimizing investment allocations based on our proven framework. We provide actionable recommendations grounded in fundamental analysis, valuation discipline, and market cycle awareness to help clients achieve their long-term financial objectives through informed decision-making.
People
Brandon Taylor
CEO, CIO
Founder with 25+ years of investment management experience at multinational firms. Holds BS in Economics from Virginia Commonwealth University. Developed Taylor Hoffman's proprietary investment framework emphasizing long-term value investing principles.
Gabe Hoffman
COO, CCO
Co-founder with MBA and CFP credentials. Brought five years of brokerage experience to establish operational framework. Holds degrees from Campbell University including MBA. Focuses on client communication and business development.
Raymond Kanyo
Portfolio Manager
CFA charterholder managing equity strategies. Holds BS in Quantitative Economics from University of Richmond. Brings analytical expertise from Virginia CFA Society involvement and international background.
Sean Rutherford
CFO
Certified public accountant with five years in tax accounting prior to joining Taylor Hoffman. Completed BBA at College of William and Mary after starting at University of Virginia. Manages financial operations and compliance.
Diane Hendrick
Client Service Director
25+ years securities industry experience with major brokerage firms. Oversees client service operations, leveraging extensive industry knowledge to ensure exceptional client experience aligned with firm's long-term partnership philosophy.
Questions
What investment strategies does Taylor Hoffman use?
We employ a bottom-up value investing approach focusing on businesses with sustainable moats, strong management, and favorable valuations while maintaining emotional discipline.
How does Taylor Hoffman manage risk?
We implement margin of safety principles, avoid emotional decision-making, and maintain long-term resilience through market cycles using our three foundational investment tenets.
What services do you offer investors?
We provide access to private investment funds and separately managed accounts tailored to individual investor needs while maintaining our core value investing philosophy.
How long has Taylor Hoffman been in business?
Founded in 2017, our team combines decades of collective investment experience with a proven framework developed over multiple market cycles.
What makes Taylor Hoffman different from other firms?
Our unique combination of proprietary investment methodology, long-term focus, and culture of partnership creates differentiated value for clients seeking generational wealth building.
How do you communicate with clients?
We maintain transparent communication through regular updates, insights publications, and personalized service while emphasizing our enduring investment principles.
