CFA, CMT, FCSI, FMA, BMathmore
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David Cox, CFA, CMT, FCSI, FMA, BMath
I made the rare switch years ago to move from the institutional side to the retail side of the investment industry. Why? My family was looking for a lifestyle change and a way to stop living in big cities! I have always thought that the retail advisory business was full of sales tactics with recommendations too often based on the herd and the commissions associated with them and knew that I could bring fresh perspective.
I made the decision from the start that my opinion would be based on my own research and I set out to formally build my own portfolio, risk management and security selection techniques. Over the years, my process has seen significant change and development in attempt to adapt to changing market conditions with a focus on a more steady equity curve without the bear market drawdowns that most investors suffer from.
Too many investors adopt a finger crossing, buy and hold approach that relies on hope. Personally, I don't think hope is much of an investment strategy and prefer calculated risks that carefully assess probabilities when making investment decisions. I also don't think that expecting your (risk) capital to gain in value just because an analyst or two recommends your strategy or security is a good plan.
I do things differently and strive to bring a very different set of techniques into the serious responsibility of helping to manage my clients' finances. Have you ever seen the gains in your investment portfolio disappear? Have you ever watched a stock fall immediately after you purchased it? Have you ever bought a "low-risk" investment that fell in value? Have you ever wished that you cashed out your investment portfolio before the market tumbled? I treat my clients' finances, just as I treat my own finances. I invest in the same strategies and securities that my clients do… too many advisors don't. Why not?
To find out more about my defined Investment Philosophy, please click on "My Investment Philosophy".
To better understand the risks and opportunities facing investors, read my "Monthly Market Chit Chat" and/or email me to subscribe.
I do business differently. My background is solid, my motivations are documented, my opinion is unbiased and my expertise is unique. Please click on "My Publications" to find out more about my background, my investment process and see my curriculum vitae.
I help affluent investors, professionals, entrepreneurs and institutions achieve their goals. If you're tired of watching your net worth follow a roller coaster path, please contact me without obligation -- you have questions, I have answers.
I plan on exceeding your expectations.