Mccarthy & Cox
McCarthy & Cox Retirement & Estate Specialists LLC is a fee-based financial planning and wealth management firm headquartered in Marysville, Ohio. The firm specializes in retirement and estate planning services, focusing primarily on individuals close to or in retirement. The firm embodies midwestern values and provides personalized investment advisory services tailored to clients' unique goals and circumstances. McCarthy & Cox leverages both in-house and external research resources to deliver robust investment solutions. Employee count is not publicly disclosed but is likely to be small, reflective of its focused boutique approach.
Investment Strategy
McCarthy & Cox provides tailored investment advisory services designed to help clients meet diverse investment philosophies, goals, needs, and objectives. The firm emphasizes fee-based, holistic financial planning and wealth management, with a strong focus on retirement and estate planning. Their approach combines local, in-house investment research with external research resources to develop diversified portfolios that suit the risk profile and goals of each client. Their strategy centers on long-term relationships, personalized advice, and robust portfolio construction, adhering to fiduciary standards.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TCAF | T ROWE PRICE ETF INC | 8.88% | $38.9M | 1,032,116 | $33.03 | $37.70 | +$2.7M |
J JCPB | J P MORGAN EXCHANGE TRADED F | 6.85% | $30.0M | 631,833 | $46.74 | $47.55 | +$1.4M |
W WCMI | FIRST TR EXCHANGE-TRADED FD | 5.94% | $26.0M | 1,543,602 | $16.87 | $16.87 | +$26.0M |
V VIG | VANGUARD SPECIALIZED FUNDS | 4.94% | $21.7M | 100,386 | $184.79 | $215.79 | +$3.1M |
G GPIX | GOLDMAN SACHS ETF TR | 4.83% | $21.2M | 405,044 | $47.69 | $52.23 | +$1.8M |