Elizabeth Cox
MA,CDFA™
CERTIFIED FINANCIAL PLANNER™

“Plan for your future because that’s where you’re going to spend the rest of your life.”
- Mark Twain


Investment Advisory Services


Cox Financial Services  offers investment management and advisory services based on a research approach that incorporates security selection within an asset allocation framework designed specifically for each client. We construct separately managed portfolios according to goals identified during the financial planning process and rely on an asset allocation strategy designed with these goals in mind.

Investment Management Services

 

For those clients who wish to have Cox Financial Services be responsible for their on-going portfolio management, we offer investment management services fully integrated with financial planning services or on a stand alone basis. Investment management services are billed as a flat fee, calculated as a quarterly retainer based on the estimated time required to provide such services taking into account the complexity of the client's investment needs.

Service includes:

 

  • Portfolio implementation for you.
  • Portfolio performance reporting
  • Periodic meetings to review your financial plan and/or investment portfolio
  • Frequent monitoring of portfolio
  • Rebalancing of account as needed

Hourly Non-Discretionary Investment Advisory Service

 

If you’d like to implement, monitor, and maintain your own portfolio, but would like occasional, as needed investment advice, this hourly service could be the right choice for you.

This hourly consulting service can provide you with an as-needed customized review of your portfolio. You can call whenever you wish to initiate services, e.g. market conditions change or you have a major life transition. We are available on a first come, first served basis. These meetings have two hour minimum requirement.

 

Privacy Policy

All written content on this site is for information purposes only. Cox Financial Services, LLC is a Registered Investment Advisor providing fee-only investment advice and guidance, and full-service financial planning. The firm is registered with the State of Connecticut Department of Banking. Our place of business is 3 Sylvan Road South, Westport CT 06880. The information ain this web site is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publishers, and host are not providing legal, accounting, or tax advice, or advice specific to your situation. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness.The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Connecticut. We are legally empowered to provide financial advisory services only to residents of Connecticut and on a very limited basis to individuals in some other states.

ncial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.