Asset Management

We believe that preservation of capital is as important as growth of capital

Independent Research for Superior Results

In a world moving more and more towards exchange traded funds (ETFs), algorithmic trading, and robo-advisors, Cox Capital offers value-added active money management. We offer a common-sense approach that harnesses the technology of today but also adds a human element to the process. Unlike the majority of firms our size, our investment team meets with most of the managements of the companies that we invest in.

Our goal is to seek out talented and honest management teams that are committed to enriching the shareholder rather than enriching themselves. In doing so, we assess whether or not the company under evaluation has a process and a plan that will lead to success. Do they serve a valuable purpose in society that gives their business a protective moat?

This no-nonsense approach led Chief Investment Officer Bill Cox to avoid all technology companies during the tech wreck of 2000 and to avoid all the big money center banks in the 2008 financial crisis. Our investment process rewards the long-term investor who is patient and somewhat risk averse.

As the world has evolved over the years, so has our investment process. Using the latest technology, we are able to harness big data to refine our risk-management approach. The firm has designed several proprietary quantitative models that serve as valuable tools in our portfolio management efforts. We believe that combining our traditional fundamental approach with the latest quantitative methods gives us a further edge in serving our clients.

Going Forward

For 20 years now, Cox Capital has produced exceptional returns for our clients using techniques traditionally reserved for large institutional investors. We are independent thinkers who are not swayed by the noise in the financial media or the latest investment trends. Our portfolios are constructed from well-researched companies that serve integral purposes in society and that will be bigger and more prosperous several years down the road. It is our mission to continue producing excellent returns for our clients, shielding them from risk, and ultimately helping them achieve their financial goals. If this sounds like an approach that may benefit you, please contact us today.

Our Products

Past performance may not be indicative of future returns. No current or prospective client should assume that the future performance of any specific investment or strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. All strategies have different degrees of risk. There is no guarantee that any specific investment or strategy will be suitable or profitable for any investor.

Need expert help with your investments?

Fill out our quick contact form and we'll set up a time to chat.

Quick Contact Form