Our Story

A Generational Inheritance

We did not invent our strategy. We inherited it, and we hold it on behalf of the families who trust us with theirs.

Taylor Frigon’s Lineage

1937

The Origins of the Growth Stock Theory:

Thomas Rowe Price, Jr. begins articulating what would become the Growth Stock Theory of Investing: owning exceptional businesses and holding them through cycles. He recognized wealth is built by holding ownership in well-managed companies, not by predicting markets. This philosophy prioritizes judgment, patience, and long-term conviction over everything else.

1960s

Richard C. Taylor Carries the Work Forward

Richard C. Taylor manages portfolios alongside Price and applies the discipline in practice. A generation of institutional knowledge begins to take shape.

1986

The Torch is Passed to Gerard Frigon

Gerard Frigon begins his mentorship with Richard C. Taylor, inheriting not just principles, but generations of wisdom. Frigon emphasizes diligent research, understanding, and intellectual honesty. The investment philosophy continued to be refined across markets and economic cycles.

2006

Founding Taylor Frigon

After decades of institutional experience, Gerard Frigon founded an independent firm to continue his service of investment management. The investment strategies are formalized and grounded with in-house research for long-term gains. The objective is clear: performance measured over decades, not quarters or even years.

Today

Integrated Family Office Services

Investment management is offered in a fully integrated family office with legal counsel, tax strategy, trust services, and estate planning under one roof. With the original core philosophy, Taylor Frigon now serves families in a more comprehensive way.

1937

Our Philosophy

We do not attempt to forecast headlines or react to noise. Our discipline is built on retaining ownership in exceptional businesses through cycles, allowing compounding to do its work. Short term trading strategies are the antithesis of our philosophy to build enduring wealth.

Performance is measured in decades, not quarters or even years. We study the full story of companies including their management, balance sheet health, and long-term growth potential before ever committing capital. We hold our investments for as long as the business growth thesis remains intact.

Capital decisions should never happen absent from the context of your tax, estate, legal, or trust structures, which is why we view the integrated wealth hub as the pinnacle of wealth advisory services.

As practicing Catholics, we view fiduciary responsibility as a moral obligation. Our stewardship demands prudence, honesty, and discipline over time. We do not view our role as stewards transactionally, but as an entrustment.

Our Team

Founder & Chief Investment Officer

Gerry Frigon

Gerry leads Taylor Frigon Capital Management as Founder and Chief Investment Officer, applying a growth stock philosophy refined across decades and multiple market cycles.

Principal & Chief Operating Officer

Karen Frigon

Karen oversees firm operations as Principal and COO, ensuring every client relationship is served with the diligence and care that defines Taylor Frigon's culture.

CCO & Director of Operations

Doug Connolly

Doug serves as Chief Compliance Officer and Director of Operations, maintaining the rigorous standards and transparent practices the firm was built on.

Counsel TFCP

Vladimir de Franceschi

Vladimir serves as counsel for Taylor Frigon Capital Partners, bringing legal expertise that supports the firm's integrated family office structure and client-facing advisory work.

Compliance Advisor

Oanh Hall

Oanh supports the firm's compliance program as a data analyst and compliance advisor, helping ensure that Taylor Frigon's operations meet the highest regulatory standards.

Director of Research & Economist

Matt Sepulveda, CFA

Matt leads the firm's research efforts as Director of Research and staff economist, providing the analytical foundation for Taylor Frigon's growth stock investment decisions.

Senior Research Analyst & Director of Business Development

Michael Frigon

Michael leads business development at Taylor Frigon and contributes as a senior research analyst, connecting families who value long-term thinking with the firm's integrated wealth management services.

Software Engineer & Research Analyst, Technology

Tyler Frigon

Tyler applies a dual focus in technology research and software engineering, identifying high-growth opportunities in the technology sector while supporting the firm's internal systems and digital infrastructure.

Client Relationship Manager

John Ferebee

John manages client relationships at Taylor Frigon, serving as a trusted point of contact for families navigating complex investment and wealth management decisions.

Operations Manager

Kameron Gilbert

Kameron oversees day-to-day operations, ensuring the firm runs with the efficiency and attention to detail that Taylor Frigon's clients expect.

Leadership