In a world moving more towards pre-programmed robo-advisors, Cox Capital offers a human approach. We use the latest techology but keep the human element in our financial planning process. As financial advisors move more towards ETFs and robo-advisors, Cox Capital offers a more human approach. We use the latest tech tools, but we keep common sense and experienced judgement in the process.
Our top priority is to help you meet your long term goals. Once we have a full picture of your finances, we arrange the pieces to fit your objectives. Adjustments are made as life evolves, goals change, or new situations arise. We keep you up to speed on our thinking, research, and things that could impact your financial future.
Our top priority is to help you meet your long term goals. Once we have a full picture of your finances, we arrange the pieces to fit your objectives. Adjustments are made as life evolves, goals change, or new situations arise. We keep you up to speed on our thinking, research, and things that could impact your financial future.
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Bill holds an MBA from Northeastern University and has over 35 years of investment experience. His past firms include Mason Capital Partners, RBC Dominion Securities, CIBC Wood Gundy, and Drexel Burnham & Lambert. He was a partner and founder of an investment firm managing $450 million for foundations, pensions, municipalities, and high net-worth Individuals.
In a world moving more and more towards robo-advisors, Cox Capital offers a more human approach. We use today's tech tools alongside a human element in our process. Unlike the majority of firms our size, we actually meet with many of the companies we invest in. We seek out talented and honest companies that are committed to enriching shareholders instead of themselves.
We'll advise you on how to prioritize goals and objectives, and manage risk. We'll serve as a guide so you can enjoy your life today and pursue your goals for tomorrow. We go beyond investments - we provide guidance on tax planning, insurance, retirement and income planning. Keegan and Taylor are in their 30's, starting a family and looking to plan for the future.
We understand how important finances are in achieving your mission. We have served the nonprofit community for 20 years, helping great organizations reach their goals. Our investment approach is conservative. We seek lower risk, because we believe losing money is a serious matter. Preservation of capital is our top objective.
We hope that our ongoing research, due-diligence, attention to detail and tremendous legwork translates into investment success, achievement of financial goals and long-lasting client relationships. Our proprietary reporting includes detailed information such as account composition, asset allocation, income and yield information, quarterly activity, performance, gains and loss reports and a detailed billing statement.
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