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. |
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Robert
B. Green, Jr., CFA
Cojo Bay Advisors
14850 Hwy 4, Suite A-164 - Discovery Bay, CA 94505
Main: (510) 384-2232 / Fax: (510) 588-4073
Email: info@cojobay.com |
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| 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. |
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 portfolios.
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 Communications
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.
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