We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
MTM Investment Management, LLC is an independent investment advisor that was formed when David Taylor and John Moore purchased the assets of McHam Taylor & Co., in September 2018. Headquartered in Spartanburg, South Carolina, we serve as investment counsel to wealthy families, endowments and corporate retirement plans.
We provide a team approach to financial planning, offering our client’s a broad scope of expertise. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Our goal is to integrate economic, financial and geo-political factors into a comprehensive investment strategy to preserve and enhance our clients’ wealth. As a fee-based advisory firm (with no proprietary products), we design and customize each plan specifically for the client’s individual situation.
MTM traces its history back to Gary McHam’s (originally from Inman, SC) return to Spartanburg from New York in 1990, when he formed the investment firm McHam & Co. Gary left his hometown of Inman, SC to attend Wake Forrest University in the 1960s and went on to New York University to earn his M.B.A. Following his graduation from NYU Gary started with Smith Barney in New York City, eventually attaining the highest levels of achievement in the company available to investment advisors at the time. After many years in NYC, Gary and his wife Linda made the decision to return to the south to be closer to family and friends.
Several years after returning home and starting McHam & Co., Gary hired David Taylor from Merrill Lynch in 2001. This eventually led to the formation of McHam Taylor & Co. in 2006. The partnership coincided with a significant growth period for the firm and the eventual hire of John Moore in January 2017. McHam Taylor Moore (MTM) was formed in September 2018 when David and John purchased the assets of McHam & Taylor. At that time Gary transitioned into retirement while still providing "Of Counsel" input to the firm.