Taylor H. Sutherland - Financial Advisors

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Taylor H. Sutherland

Why I Love My Job

I know the advice we give our clients is free from conflict or internal sales pressure. I can look a client in the eye and express without reservation that we are working in their best interest. HH’s culture is one of mutual support, collegiality and hard work. With our combined efforts, I take pride in helping our clients feel confident about their future.

Taylor is based in Halbert Hargrove’s San Diego office. His wide-ranging responsibilities include: working with individuals and families in developing financial goals and creating long-range planning; providing investment management and guidance as a member of HH’s Investment Committee; and contributing to HH’s consulting practice. Taylor also co-authors HH’s Quarterly Insights letter and helps produce the firm’s Quarterly Economic Outlook materials.

One of the ways Taylor makes a difference for many clients is in helping them “stay grounded in focusing on appropriate long-term benchmarks of financial success.” He says he values the opportunity to have a meaningful impact on their comfort and peace of mind in terms of their financial well-being.

Taylor has worked in the investment profession since 2002. Before joining HH in 2012, he was a Vice President at Stifel Nicolaus in Florham Park, NJ. Taylor’s responsibilities there included investment due diligence, selection and monitoring, as well as client portfolio management and implementation. Prior to Stifel, Taylor worked for Fisher Investments as well as Arthur Andersen, one of the original Big Five consulting firms.

He earned his B.A. in Mass Communication from UC Berkeley in 1998. In 2006, through the University of Pennsylvania at Wharton, he earned the CERTIFIED INVESTMENT MANAGEMENT ANALYST^® designation sponsored by the Investments & Wealth Institute^® formerly IMCA. Taylor is also a CERTIFIED FINANCIAL PLANNER™ professional and was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies.

Taylor volunteers as a Director on the Foundation Board of Cal State San Marcos and is the current Chairman of their Finance Committee. He and his wife Nicole are raising three daughters; he coaches their lacrosse teams and enjoys rooting for them from the sidelines across their various sporting activities. He also loves exploring San Diego’s famed micro-breweries—and he’s never met a burrito he didn’t like.

Fun Fact

I’ve lived about one-third of my life in the South (Dallas), one-third on the West Coast (California) and one-third on the East Coast (New Jersey). I joke that I get confused about how I should refer to people: “y’all,” “youse” or “you guys”….

Taylor’s Insights

HH Advisor Insights

Interval Funds: A transparent, lower-cost, middle-ground gateway to non-traditional asset classes

HH Advisor Insights

The Bears Return Home (and Ruin Goldilocks’ Staycation)

HH In The News

How To Protect Your Financial Future From the Effects of Inflation

HH ranked No. 8 on the 2023 CNBC Financial Advisor 100 list

Last received September 2023 based on 12/31/2022 data.
CNBC enlisted data provider AccuPoint Solutions to assist with ranking.

View Ranking
Disclaimer and Methodology

Disclaimer

The rating is not indicative of Halbert Hargrove Global Advisors future performance. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey.

Methodology

CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year’s FA 100 list.

The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions’ proprietary database of registered investment advisors. This analysis started with an initial list of 40,646 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 812 RIAs with those firms meeting CNBC’s proprietary criteria.

CNBC staff sent an extensive email survey to all those firms that met the initial criteria to gather more details. In turn, those advisory firms filled out a comprehensive application in regard to their practice. The CNBC team verified that data with those firms and with the SEC regulatory database. AccuPoint once again applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100 firms.

The primary data points used in the analysis were reviewed, either as a minimum baseline or within a range, eliminating those firms that did not meet CNBC’s requirements. Once the initial list was compiled, weightings were also applied accordingly. These data points included:

Advisory firm’s regulatory/compliance record. (editor’s note: Each advisory firm’s CRD number was checked for validity. Any firm that had a disclosure on its SEC ADV was automatically disqualified from the ranking)
Number of years in the business.
Number of certified financial planners.
Number of employees.
Number of investment advisors registered with the firm.
The ratio of investment advisors to total number of employees.
Total assets under management.
Percentage of discretionary assets under management.
Total accounts under management.
Number of states where the RIA is registered.
Country of domicile.