A complete list of active advisors currently associated with Cox Financial Group, Ltd.
Warmer can help you find a great advisor at Cox Financial Group, Ltd. or one who fits your needs even better.
The firm provides investment advisory and financial planning services to a small client base that includes individual investors (both non-high-net-worth and high-net-worth households), trusts, pension and profit-sharing plans, and limited partnerships. Services include discretionary portfolio management of equities, fixed income and balanced portfolios, alternative investments, estate and retirement planning, and tax-related services including complimentary personal tax return preparation for larger accounts. CFG bases recommendations on a comprehensive review of each client’s financial situation — including tax status, liquidity, risk tolerance and retirement goals — and typically delegates public market portfolio management to a sub-adviser while retaining ongoing monitoring and client reporting. The firm generally manages assets on a discretionary basis, honors socially responsible investing preferences, does not engage in commodities/options/short sales for managed accounts, and provides clients with periodic inventories and year-to-date performance results. What is noteworthy for a firm of this size is the number of nonstandard affiliations and offerings: the adviser has affiliated legal and real-estate-related entities that sponsor and manage real estate limited partnerships, acts as general partner in some offerings, and provides related property-management and brokerage services, with annual internal valuations and disclosed potential conflicts. The firm also serves pension and profit-sharing plans, charges percentage-of-assets fees, and while it makes affiliated private placements available to clients, it does not operate as a private fund adviser.
To learn more about the advisors currently working at Cox Financial Group, Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Schaumburg, IL
| 37
|
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