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Joshua C
CFP®, CFA®, Series 63
Austin, TX
Quoinage Capital LLC
Joshua Clifford is a CFP®, CFA®, and Series 63 credentialed advisor with 13 years of industry experience. He is the sole advisor at Quoinage Capital LLC, an independent firm based in Austin, TX. His prior work includes roles at Dimensional Fund Advisors and several wealth management firms. He also has a teaching appointment at the UT Austin Center for Professional Education through 2025. Quoinage Capital provides discretionary investment management, comprehensive financial planning, held-away account review, and consulting services for individuals, charitable organizations, corporations, and other advisers. The firm combines passive and active investment strategies guided by Modern Portfolio Theory, managing portfolios on a discretionary basis with ongoing supervision and periodic rebalancing.
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