Coy Capital Management

Coy Capital Management offers personalized financial planning and portfolio management services for individuals, small businesses, and small pension and profit-sharing plans. The firm helps clients define their financial goals, evaluate their existing investments, insurance coverage, estate planning documents, and tax returns, and develop customized asset allocation strategies. Portfolio management is conducted on a non-discretionary basis, meaning Coy Capital Management makes recommendations but executes trades only with client approval. The firm also utilizes model portfolios through third-party platforms. In addition to traditional advisory services, Coy Capital Management's owner is involved in various affiliated real estate ventures and private placement offerings, which present potential conflicts of interest that are managed through disclosures and suitability assessments.