Halbert Hargrove
Taylor Sutherland, CFP®, CIMA®, AIF® is a seasoned financial professional with extensive experience in wealth management and investment strategy. Currently serving as the Director of Portfolio Strategy and Senior Wealth Advisor at Halbert Hargrove since June 2012, Taylor excels in building and maintaining strong client relationships while managing comprehensive wealth advisory services. Prior to this, Taylor held the position of Vice President at Stifel Financial Corp. and contributed to the wealth management sector at Fisher Investments and Arthur Andersen. Taylor earned a Bachelor of Arts in Mass Communications from the University of California, Berkeley.
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Halbert Hargrove
Halbert Hargrove provides a proven, goals-directed planning process for wealthy families and individuals. Our wealth advisory and fiduciary investment services help our clients preserve and grow their wealth through access to preferred investment vehicles, extensive market experience, and proven strategies that we’ve continually refined since our founding in 1933. Halbert Hargrove is recognized as one of the top wealth advisory firms in the country; our successful client relationships are due in no small part to our commitment to transparency, fiduciary best practices, and innovative culture. We never compromise on our values or process, so our clients can be confident about maintaining their lifestyle, contributing to their community, and preparing the next generation for continued success. We believe in "Investing to integrate your money and your life℠". Halbert Hargrove achieved Investment Advisor Certification from the Centre for Fiduciary Excellence (CEFEX). CEFEX is an independent organization that works with investment advisory firms around the globe to assess their investment processes and systems—and their adherence to the highest standards of fiduciary best practices. Certification is a relatively rare distinction; we are the 50th investment advisory firm in the world to have earned it. CEFEX's mission is to improve risk management for both institutional and retail investors.