Bos Taurus

Bos Taurus provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. Bos Taurus creates a personalized Investment Policy Statement for each client and manages investments with the authority to make trades without asking first. The firm's investment advice covers mutual funds, fixed income securities, real estate funds including real estate investment trusts, insurance products including annuities, equities, exchange-traded funds, cryptocurrency, treasury inflation-protected and inflation-linked bonds, and commodities. Bos Taurus also offers financial planning covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt and credit planning. Clients are required to use Interactive Brokers as their custodian and broker-dealer. Bos Taurus serves individuals and high net worth individuals with no account minimum.