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Finding Efficient Frontiers

The Efficient Frontier is an investment term for long term wealth building through rational investing. Finding efficient frontiers is the objective of Broxton Capital.

 

We manage wealth for Advisors, Institutional Investors, and Households with our proprietary research process. Our managers have over 90 years of collective experience.

 

Broxton got its start on Broxton Avenue in the UCLA-Westwood area of Los Angeles. Broxton Avenue is named after the small village in Cheshire, England.

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Our newest strategy assists investors and managers in the no or low interest rate environment. Many fixed income investments have very low returns but still contain risk. Smart Yield delivers an 8% targeted return with intelligent risk. 

R. Allen Cooke: With over 25 years as a fixed income specialist, Allen worked alongside his father, Bob Cooke at Imperial Capital and later headed the corporate bond research at Western International Securities. Allen founded Broxton Capital with Byron Stead in 2005.

Byron Stead: Over a 25-year career, beginning at Merrill Lynch and leading to Morgan Stanley, Byron headed corporate bond trading at Western International Securities, co-founding Broxton Capital with Allen Cooke in 2005.

Bob Cooke: Spanning a career of over 40 years, Bob has been a municipal and corporate bond specialist, running the municipal desks at Drexel Burnham Lambert and later, Imperial Capital, a leader in bond research and trading. Bob joined Broxton in 2008.

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Broxton understands your financial needs. Our objective is stable growth and long term wealth building. Our investment strategies are based on our proprietary algorithms, sophisticated analysis and our investment experience.

 

We service households, investment advisors and investment managers.

 

Broxton assists households with their investment goals with an outlook based on long term growth.

  • Wealth management

  • Retirement Planning

  • Trust management

  • IRA rollovers: Pension conversion

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We empower advisors and managers with portfolio management, our research and products such as the Smart Yield Fund. In the current environment interest rates are minimal and managers are challenged to find fixed income allocations. Smart Yield is focused on delivering a yield of 6-8%.

 

Managers select the highest quality individual securities in multiple asset classes and industry sectors based on proprietary algorithms, standard deviation, industry trajectories, coverage ratios and other analysis.

 

We make our research available for distribution and can conduct analysis on individual securities upon request.

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Part of Broxton's heritage is thorough research. Learn about our process for investments. 

Part of our strategy is assisting entrepreneurs. San Juan Incubators is a Broxton Capital Advisors Company that supports a pipeline of development stage companies. We work with entrepreneurs to refine and explain their message, enhance business strategies, create advanced financial models, and prepare for introduction to various stages of capital.  

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 Read our recent reports on individual companies or our newsletters.