Gregory Saliba

AIF

Taurus Capital Management

President & Founder

Gregory Saliba

AIF

Taurus Capital Management

President & Founder

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Gregory Saliba, AIF

Fee-Only financial planner and fiduciary located in Lake Oswego, OR, serving families, businesses, and professionals

Gregory Saliba is a fee-only financial advisor based in Lake Oswego, OR. Taurus Capital provides comprehensive financial planning, investment management, and retirement planning strategies to help clients plan and prepare for life’s possibilities. As a fee-only, fiduciary, and independent financial advisor, Gregory Saliba is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Gregory Saliba is a financial professional with over 20 years of experience advising corporate and individual clients. His professional expertise includes serving as Vice President of investment banking for Piper Jaffray's Debt Capital Markets Group, where he engaged in underwriting public and private debt and preferred stock for investment and non-investment grade corporations. Greg also advised and financed Northwest companies through standard bank financing, Merger and Acquisition transactions, and leveraged buyouts as a Vice President of Corporate Banking for U.S. Bank.

Gregory Saliba is the 2010 Oregon Ethics in Business Award recipient in the individual category. "Oregon Ethics in Business Awards recipients have, by act and example, gone beyond the expected to achieve excellence in ethical business practices." The Portland Business Journal named Gregory Saliba as one of its "Top 40 Executives Under 40" for 2008. Greg was also a member of the 2008-09 Leadership Portland class.

Gregory Saliba earned an M.B.A. from Portland State University, a M.A. in East Asian Studies from the University of Oregon, and a B.A. in History from Whitman College. He also holds NASD Series 7 and 66 securities licenses and was a Registered Representative for Piper Jaffray & Co. Gregory is also a Certified Treasury Professional (CTP).

Since 2003, Gregory has been teaching Corporate Finance and Investment Portfolio Management at Portland State University's School of Business Administration and Willamette University's Atkinson School of Business MBA program. He instructs students on debt and equity valuation, market risk and return concepts, and various analytical methodologies.

Gregory had opportunities to gain extensive international experience by teaching Finance in Russia via the Free Market Business Development Institute program in 2001. He also studied Japanese history and culture at Doshisha University in Kyoto, Japan in 1988-89.

Taurus Capital Management was founded because of the need for professional, ethical, informed, and client-centric investment management services. We build relationships with you based upon common goals and we truly believe that an informed and educated investor is a better client. We believe in avoiding the day-to-day market noise and related emotions, which can easily sabotage your long-term success; this is best accomplished with a focus on investment strategies that neither aim to time the market or take oversized risks to outperform the market.

We always prioritize frequent communication and attention to your needs. Our business practices are guided by our five Core Values: communication, discipline, integrity, knowledge, and transparency.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Business Advisory Services
  • Tax Savings Strategies
  • Comprehensive Financial Planning
  • Fiduciary Investment Management
  • Retirement Income Planning

Ideal Clients

  • Business Owners & Self-employed Professionals
  • Nonprofit Organizations
  • Inherited Wealth
  • Retirees and Near Retirees
  • Young Professionals

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Accredited Investment Fiduciary®
    Gregory Saliba is an Accredited Investment Fiduciary® (AIF)

    Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.

Contact Gregory Saliba

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Office Locations:

  • 16325 Boones Ferry Road
    Suite 203
    Lake Oswego, OR 97035

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