Our Advantage

At Coy Capital Management, we are driven to maximize the potential of your wealth.

As veterans of the financial services industry, we believe you deserve strategies that not only inspire continued success but that harvest your achievements for a lifetime of enjoyment. By providing tailored investment options, we can help you fulfill your financial potential, accomplish your goals, and help you navigate life’s path with greater certainty.

Through our unmitigated flexibility, unwavering independence, and total market access, we provide clients with a rare advantage.

Flexibility

In our rapidly-changing world, it’s crucial for modern investors to have broad coverage across the investment spectrum. At Coy Capital Management, our open architecture culture empowers our advisors to select the best funds across a range of asset classes. While we do not advocate market timing and adhere to long-term investing principles, we understand that every investor has a unique timeframe with equally unique concerns. Too often, people are advised to “buy and hold” for seemingly infinite periods of time as their confidence and wealth erode. 

That’s why we provide clients with a trusted flexibility that protects their best interests through all market conditions. Our cutting-edge approach allows us to defend our clients’ wealth by being simultaneously strategic and cautious during uncertain times. Above all, we strive to craft lasting strategies that guide you through the ever-evolving landscape of your financial life. 

Independence

We believe that you deserve the highest standard of care possible. By upholding the Fiduciary Standard, we ensure our client commitment remains paramount over everything else.

We have adhered to this benchmark of excellence long before the Department of Labor proposed its legislation. This hallmark of independence allows us to choose investment solutions across the universe of securities and provide access to the low-cost institutional funds and ETFs essential to promoting true diversification. In addition to always putting our clients’ interests first, we understand how vital lower fees and expenses are to avoiding portfolio value erosion. 

As your advocate, we are dedicated to serving you and your family’s best interests in every way. Free from the pressure of selling any corporate and proprietary products, our advice, analysis, and strategies are always tailored to our clients’ unique situations. Placing your needs above our own, we strive to grow and protect your wealth so you can focus on what matters most. At Coy Capital Management, our advisors are devoted to your success and will maintain our independence and reliability for decades to come. 

Access

As a defining feature of our firm, we offer alternative investment solutions for clients seeking lucrative opportunities outside the sphere of traditional markets. By capitalizing on this relatively unknown sector, accredited investors can confidently increase their wealth without worrying about sharp fluctuations in the stock market.

The success of private equity investments depends on the professionals running them, and Coy Capital Management has earned a perfect track record in this arena. Our expert advisors unite their years of experience and take a hands-on approach to nurturing these living, breathing investment organisms, from acquisition and ongoing management, to problem-solving, resolutions, and the final sale. Through enabling investors to harness these unique and exclusive investment options, we provide our clients with state of the art opportunities and equally strong results.