Exclusive Wealth Management Concierge with $2 Billion AUM
Equity Investments
Our team carefully selects a mix of blue-chip stocks, growth stocks, and dividend-paying stocks to build a robust equity portfolio.
Fixed-Income Securities
We incorporate high-quality bonds and other fixed-income instruments to add stability and income generation to our portfolios.
Alternative Investments
Explore opportunities beyond traditional assets with our strategic allocation to alternative investments such as private equity, hedge funds, and real estate..
Global Market Exposure
Diversification is key. We allocate assets across international markets to capitalize on global economic trends and opportunities.
Founded in 1993 by industry veterans David Holzman and Megan Cox, Holcox Capital was established with the vision of providing exclusive wealth management services to individuals with substantial financial portfolios..
Over the years, our commitment to excellence and a client-centric approach has propelled us to new heights. Starting with a modest AUM of $50 million in our inaugural year, we have steadily grown, reaching the significant milestone of managing over $1 billion in assets under management (AUM). Our success is grounded in the trust our clients place in us, the dedication of our expert team, and a disciplined investment philosophy that stands the test of time. As we look toward the future, we remain steadfast in our commitment to helping our clients achieve and exceed their financial objectives.
Award-winning support
Insured by the Bank of New York Mellon
30 years experience
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Who We Are
Active Portfolio Management
Experience our Active Portfolio Management, where our seasoned experts actively navigate the markets, seizing lucrative opportunities and adjusting strategies in real-time.
This approach is meticulously crafted to deliver not just substantial returns but to outperform benchmarks and industry standards. With Holcox Capital, your investments are positioned for aggressive growth.
Return Focused Alternative Investments
Unlock new dimensions of returns with our Return Focused Alternative Investments. From private equity to hedge funds and real estate, we strategically incorporate non-traditional assets that have the potential to outperform conventional markets.
Diversify your portfolio with Holcox Capital and access exclusive opportunities for high-profit margins..
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Financial strength you can depend on
Forge ahead with confidence as we master the art of risk management. Together, we build a shield against uncertainties, ensuring your financial journey remains resilient and steadfast.