David Cox, CFA, CMT, FCSI, FMA, BMath

My Philosophy

I believe investors deserve better quality advice. Financial advice should be customized, relevant and unbiased. Too often, financial advice is "sold" rather than provided - generic recommendations are commonplace. Aligning the success of your investment strategy with the compensation of your advisor is also important.

I am motivated by a desire to offer investors a more sophisticated approach and can help you achieve financial success. I work with those that have worked hard to build their asset pools and deserve access to quality, customized and relevant advice. By aligning my compensation with the financial success of my clients, my clients can feel confident that advice is being provided according to their best interests.

As one of a select group of Portfolio Managers, I have attained a high level of professional accreditation, demonstrated my competence and integrity and can accept the fiduciary responsibility to manage client assets according to pre-defined objectives. My clients have lives to live and they need to know that their finances are cared for - this I can offer.

I do all of my own research and use a combined fundamental and technical discipline to make investment decisions and manage money on a discretionary basis.  For more information on my investment philosophy, please click on My Publications.

My Background

I am a Chartered Financial Analyst (CFA) charterholder. This signifies my sincere commitment to the investment industry and my achievement of the highest level of accreditation available to an investment professional. My expertise has been developed through the study and application of investment management, asset valuation, economics and accounting to ensure that I provide the highest quality expertise and insight to my clients.

My complete curriculum vitae (c.v.) is available by clicking on My Publications found on the left side of my website.

What Do I Offer?

I offer Extreme Service to my clients -- you will benefit from: regular in-person reviews and opportunities to increase your level of financial education. I believe in providing full disclosure about the inner workings of the investment industry and educating my clients about the true costs of their investing strategy. 

I plan on exceeding your expectations.

What can you expect from me?

• Independent and unbiased advice
• High level of knowledge and expertise
• Opportunity to enhance your investment education and level of sophistication (Click on Upcoming Events for more details)
• Highly organized and consistent approach
• Customized and innovative solutions
• A comprehensive financial planning approach
• Confident and prompt answers to your questions
• Commitment to provide you with 100% satisfaction

I do business differently. My background is solid, my motivations are documented, my opinion is unbiased and my expertise is unique. Please click on How Am I Different? at the left side of my website for more details.

I help affluent investors, professionals, entrepreneurs and institutions achieve their goals. Let me help you achieve yours. Please contact me without obligation -- you have questions, I have answers.