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Benjamin Taylor » Profile |

Benjamin B. Taylor serves as President/CEO and Chief Investment Officer of Brick Financial Management (http://www.brickfinancial.com/) and manages Brick’s Choice, Relative Value and Balanced portfolios. Ben provides leadership, strategic direction and oversight of the day-to-day operations of the firm. Ben has over 13 years of experience in the financial services business including research, security analysis and portfolio management. He began his career in financial services a consultant with KPMG Consulting. After KPMG and prior to founding Brick Financial, Ben worked for several years at the investment banking firm of Lehman Brothers. While at Lehman, he refined the value-oriented investment philosophy that he uses in guiding the portfolios of Brick Financial’s clients. Ben earned his B.A. from Lehigh University in Pennsylvania. He is an active member in the New Jersey chapter of the National Association of Black Accountants (NABA (http://www.nabainc.org/)), the CFA Institute (CFA (http://www.cfainstitute.org/)) and is a CFA® candidate. Ben is active in his community and is a fitness enthusiast.

Benjamin Taylor's Blog

The Third Pig The Third Pig is the blog of Brick Financial Management, LLC, an investment advisor specializing in providing investment management services to individuals, families, organizations and institutions. We implement highly focused stock, bond, and balanced portfolios using an investment approach commonly referred to as value investing. We can also serve your financial planning needs through our comprehensive Wealth Management program.

We are influenced by many great investment thinkers namely Benjamin Graham. Mr. Graham was a highly respected professor of finance (Columbia Business School) as well as an investment manager. Mr. Graham laid the foundation of our investment style in his seminal work, co-authored with David Dodd, Security Analysis (1934). Mr. Graham’s investment principles have influenced today’s most successful investors, including Warren Buffett. Although this investment philosophy has been known for three quarters of a century it is practiced by very few in the investment field. As a result, the portfolio of the value investing practitioner will be contrary to the portfolio of the typical investor. This contrarian condition provides superior performance results in the long term for patient and diligent investors.

It is our goal to manage your investments so that they might eventually increase your wealth. We do this by strictly adhering to our own Guiding Principles, following a value investment philosophy and avoiding the mistakes of the typical investor. This is not just lip service as we have a substantial portion of our own net worth invested in the portfolios we run thus aligning our interests with those of our clients.

Please feel free to explore our website to find out more about us, our philosophy, our performance, and our ethical standards. Also be sure to peruse our letters to our clients and our other commentary including The Third Pig blog. Finally, we encourage you to join us on our quest toward wealth by becoming a client today. If you have any questions, please do not hesitate to contact us.
Visit http://www.brickfinancial.com/thethirdpig »
Articles by Benjamin Taylor »
Snapshot
  • Financial advisor
  • Trading frequency: Infrequent
Interests:
  • ETFs
  • Mutual Funds
  • Retirement Savings
  • Stocks - long
  • Stocks - short