Broker Check

Essentials of Successful Investing

We have seen the following elements emphasized in successful investing:

 
 
Investment Ownership
You do not invest directly with Cox Global Associates, Inc. Your investment in the stock, mutual fund, variable annuity, etc. is always listed in your name. We cannot access these funds without the consent of the owner. You, as the owner of the account, are the only individual permitted to withdraw or contribute to the account. We are confident this helps create a comfort level for our clients, initiating a long-term relationship based on trust and mutual objectives. 
 
Liquidity
Liquidity allows for changes in investment strategy as economic conditions warrant. The investments we utilize are generally highly liquid. Withdrawals can be obtained within a matter of days after the receipt of a written request.
 
Diversification**
Diversification among securities within a given market and across markets is mandatory.  Various investments can provide diversification in a portfolio. 
 
Control of Risk
A key feature of any successful investment program is the ability to avoid serious losses. We confront the problem by attempting to control market risk through strict stop-loss guidelines, as explained in our Disclosure Statement. 
 
Management
Successful long-term investment management is far removed from the world of hunches, tips and frantic in-and-out trading. We work to recognize significant trends and use many resources to identify opportunities. As an independent firm, we have the flexibility to select the funds and management companies that best fit our clients’ needs. 
 
Account Priority
Accounts in our managed programs with similar investment objectives are repositioned at the same time regardless of the account value. Repositioning within our managed programs does not create commissions. We have eliminated any conflict of interest. Our priorities are the same as out clients – to help increase and protect assets under management. 
 
Long-Term Growth with Stability
The objective of an investment program should be to obtain growth in real terms (after taxes and inflation), taking advantage of favorable market conditions, while avoiding extreme volatility in year-to-year returns. 
 
**Diversification does not ensure a profit or protect against loss in a declining market.