Cojo Bay Advisors is a registered investment advisor that provides purely independent financial planning for people who are making the transition from spending more than they make to saving for the future.
We are not affiliated with any brokerage firm, insurance company or bank.
The firm's main focus is providing investment advice with a particular emphasis on asset allocation, fund or manager selection, and portfolio monitoring and adjusting.
Additionally, if you would like to join our mailing list, please complete the form below and hit Send.
| |
|
|
| Why Cojo Bay Advisors?
Strong Background in the Investment Industry
Robert Green has worked for a mutual fund company, an
investment manager, a bank trust department, and he
was a partner in a hedge fund company.
Completely Independent Financial Advice
We will work with any brokerage firm in the country. We
are not compensated by third party firms. Our sole
allegiance is to our clients.
Low Cost, Common Sense Approach to Investing
We utilize exchange traded funds for many of our clients
due to the low cost asset exposure that they offer. We
also use closed-end mutual funds and recommend investment
managers and hedge funds for special situations.
|
Robert B. Green, Jr., CFA
Cojo Bay Advisors
14850 Highway 4, Suite A273, Discovery Bay, CA 94505
Main: (925) 240-7759/ eFax: (510) 588-4073
eMail: info@cojobay.com
| Consolidation of Financial Affairs
We provide a comprehensive quarterly report which reviews
the holdings and performance of each investment portfolio that
you own. We then calculate an overall investment performance
analysis based on the individual portfolio. You will never again be
stumped when someone asks you how your investments are
doing. These quarterly reports are crucial for tax preparation,
estate planning and applying for a loan.
Superior Client Communication
We meet with our clients every six months to review their
progress or to discuss major changes to their goals such as a
career change or the birth of a child. We are always available
for more frequent meetings with clients and we welcome the
opportunity to sit in with our clients when they meet with their
accountants, estate attorneys or insurance broker.
|
Commentary
Strategic versus Tactical Asset Allocation
529 Picks
Archives
|
|
