Discover Our Solutions
For Individuals & Families
For Investment Advisors
In Austin, Texas and Beyond
- Financial
- Tax
- Investment
Quoinage Capital was founded to provide individuals, business owners, and institutions with the highest level of customized financial advice. Our wealth advisor is an experienced CFP® professional who covers the typical areas of financial and tax planning. And, with an extensive investment background, our team is especially adept at consulting other advisory firms and institutions with investment selection and philosophy development.
Our Mission...
At Quoinage (coin-age) Capital, we strive to improve clients’ lives by helping them solve their financial problems and simplify their finances.
Who We Serve & How We Help
Families, Equity Compensation Recipients, & Small Business Owners
Ongoing Investment and Financial Advice
Do you want a professional portfolio manager and personal CFO?
With the guidance of a CERTIFIED FINANCIAL PLANNER™ professional, you can further develop and implement your plan across retirement, risk management, and estate planning with a heavy emphasis on tax planning (by a Certified Public Accountant) and investment planning (by a Chartered Financial Analyst® charterholder).
Comprehensive Financial Plan
Do you want a comprehensive check-in on your financial picture?
As your planning partner, we can review and analyze your investment portfolio, taxes, risk management, estate plan, readiness for retirement and more.
Project-Based Planning Engagement
Are you concerned about a few specific areas?
We can recommend an action plan and remain available for six months to help implement it.
Advisors Seeking Unbiased Investment Consulting
Flexible Relationships
Are you an RIA wanting help meeting your fiduciary duty or client’s expectations?
We can act as an outsourced Chief Investment Officer or investment consultant, leveraging deep experience managing assets and communicating with clients.
Investment Analysis and Client Communication
Do you want help with analysis and communication strategy?
Our team will research, evaluate, and refine your investment lineup while working to improve your client’s communication experience.
Save Time and Money
Do you want an independent and cost-effective investment professional?
We save you time from investment research and monitoring, allowing you to focus on client relationships. We save you the cost of hiring CFA’s and purchasing software for analyzing investments, market conditions, and clients’ FAQs.
Ready To Learn More About Us?
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