Rexford Capital

Rexford Capital provides discretionary investment management and wealth‑management services primarily to affluent individuals and retirees, and also to corporations, retirement plans, trusts, and estates. Services described in the brochure include ongoing portfolio management, financial planning and coordination of employee retirement accounts, with investment policy statements and quarterly performance reporting for clients.

The firm’s investment approach emphasizes long‑term ownership of dominant, income‑producing companies supplemented by municipal bond holdings and selective use of options (covered calls and puts) to moderate volatility; it documents client objectives in Investment Policy Statements and places emphasis on behavioral finance. Rexford operates as a fee‑only fiduciary, follows GIPS‑aligned reporting practices (including accrued‑dividend accounting), and uses enterprise‑grade AI tools to support research while principals retain decision authority.

Noteworthy aspects for a firm of its size include its family ownership with articulated succession planning and active next‑generation advisor involvement, a formal custody and block‑trading process with third‑party performance reporting, and a recent billing option (average daily balance) added to its fee practices. Although the brochure describes a client mix centered on individuals and retirement plans, it also highlights municipal‑bond expertise and coordination of insurance and institutional account types (pension/profit‑sharing plans, corporations and trusts), reflecting capacity to serve less common client categories that require institutional custody and reporting.