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Investment Consulting Services

Cox Financial Corporation is an independent, unbiased investment consulting firm whose advisers offer clients transparent and up-to-date research capabilities that are customized and fiduciaries for charitable organizations, healthcare and insurance institutions, corporate and public benefit plans and high-net-worth Families.

Our research capabilities encompass extensive data from investment manager products, funds, ETF's, and separate accounts. The independent nature of our tools and staff ensures an objective and conflict-free framework in which we deliver customized investment solutions.

Our process begins with a comprehensive review and analysis of investment policies, objectives, asset allocation and portfolio structure and a thorough review of investment statements. Our due diligence and research services include the following:

  • Recommending investment methodologies
  • Analysis of the investment characteristics of available asset class and risk/return potential as an alternative assets mixes
  • Guidelines and procedures for rebalancing and asset mix
  • Continual updates on changes in market trends, legislation changes, new strategies and products availability and shifts in financial and interest rate
  • Recommendations on investment manager allocations, mandates and performance benchmarking
  • Monitoring and oversight of investment managers
  • Compliance with applicable laws and regulations
  • Compliance with applicable laws and regulations
  • Advice on manager selection, retention and termination and a written manager review process including a ten-point quantitative and qualitative system for manger review
  • Negotiations of manager fees and transaction fees
  • Monthly and quarterly performance reporting
  • Communitcation with client staff, availability of research experts to clients
  • Assistance on special projects
  • Research and recommendations on custodial arrangements and related vendor relationships
  • Assistance with most other investment and vendor related searches and research