Discover Our Solutions
Individuals & Families
Investment Advisors
Manage & Streamline Your Practice
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
Investment Advice
Do you want a professional portfolio manager?
With the guidance of an experienced Chartered Financial Analyst® charterholder, you can feel more confident in your investments, explore different investment strategies, and develop a real investment plan.
Comprehensive Financial Planning
Do you want a comprehensive check-in on your financial picture?
With the guidance of an experienced CERTIFIED FINANCIAL PLANNER™ practitioner, you can further develop and implement your plan across retirement, risk management, estate planning, and tax planning (by a Certified Public Accountant Licensee in TX).
Flexible Arrangements
Do you want to explore what works best for you?
Typically, investment management clients also receive ongoing financial planning advice at no additional charge, but stand-alone investment management or ongoing financial planning without investment management options are also available.
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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