Cox Global Associates Inc

Cox Global Associates serves individual and corporate investors with a mix of advisory and brokerage services, offering portfolio management, retirement accounts, mutual funds, ETFs, REITs, variable annuities and trust accounts. The firm provides both a Strategic Actively Managed Allocation program and a non‑managed brokerage option for clients who prefer transactional, commission‑based services.

The firm’s managed program uses an asset allocation framework with fundamental and technical analysis, plus rebalancing guided by a plus-or-minus 5% drift rule, and an Investment Committee that evaluates managers using performance, peer comparisons and Morningstar data. Cox Global also documents that employees own the same managed products as clients and may use a range of securities from individual bonds and stocks to actively managed funds and ETFs.

Cox Global’s asset base is concentrated in nondiscretionary relationships: the brochure reports 11 non‑managed accounts totaling approximately $331,305 on a nondiscretionary basis, an arrangement that is less common among peers. Representatives are also registered with Geneos Wealth Management and licensed for insurance, so the firm may implement commissionable transactions and insurance sales, it declines to vote client proxies, and its disclosure includes a 2018 arbitration settlement of $31,819.10.