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Greyfox Investors

By on October 14, 2014

LogoGreyfox Investors is an independent asset and wealth management firm based out of Ojai, CA. Greyfox was born out of dissatisfaction with the current landscape of the financial industry, where profits are valued over providing sound advice. Unlike brokers we do not accept compensation for selecting certain funds, or make money by trading your account. We are not affiliated with brokerage firm, bank or money manager. Our ideas are generated in house and are purely based on maximizing value for the client. Our goal is to align our interests with the client; a better way to ensure the client receives objective and sound advice.

nathan-2“Joining the Wild For Ojai Program is an important step in helping my firm move past the traditional profit-at-all-costs business model, towards a more compassionate model that focuses not only on the success of our clients and our own profits, but also on the wellness of the Ojai community and the protection and restoration of our valley. I am proud that Greyfox Investors can contribute, in a real way, to the profound work that takes place at the OVLC.”

Our services are focused in three main areas, retirement planning, portfolio and wealth management, and asset allocation and advisory services for endowments, non-profits and foundations.

Our investment process combines a robust quantitative process with in depth fundamental research. The quantitative process is rooting in over 25 years of research and implementation. This model uses both traditional quantitative factors such as momentum and combines them with novel factors based on the latest ongoing finance research. This model is one input into the portfolio creation process. We also conduct in depth fundamental research on each stock that will be included in a portfolio.

For our asset allocation and retirement planning services, we leverage this quantitative background to construct portfolios to maximize risk adjusted return for each client. We are committed to providing exceptional, client first, service and advice at a reasonable cost.

Screen shot 2014-09-29 at 4.16.16 PMPortfolio Management:

Greyfox offers comprehensive portfolio management for clients looking for options outside of mutual funds. Our large cap and small cap equity products use our quantitative process.

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Nonprofit and Foundation:

From investment policy creation to portfolio implementation, Greyfox offers end to end services to help non-profits, endowments and foundations build their investment assets prudently.

Screen shot 2014-09-29 at 4.18.04 PMRetirement Planning:

Comprehensive planning, asset allocation, portfolio creation and ongoing monitoring focused on maximizing the chances of a worry free retirement.


Please visit our website to learn more about us »

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