Investment Management

Active insight for evolving markets

Your investments should move with the market — not be left behind by it. At Cox, Klugh & Company, we manage portfolios with discipline, research, and consistency, helping clients across South Carolina and beyond stay positioned for long-term success.

Intelligent investing guided by experience

Balancing opportunity with discipline

We believe your portfolio should reflect both your goals and the realities of the market. That’s why our investment management approach combines data-driven insight with decades of hands-on experience. We monitor trends across asset classes and adjust allocations based on what’s performing — and what isn’t.


Our momentum-driven strategy means we overweight investments showing strength and trim areas that are lagging, all while maintaining diversification and managing risk. It’s a disciplined process designed to help you grow wealth without chasing headlines or reacting emotionally to short-term volatility.


Every decision we make is grounded in research and context, not gut instinct. By blending active oversight with strategic patience, we aim to capture opportunities while protecting the progress you’ve made.

Designed around your goals

A tailored strategy for every investor

No two investors are alike — your portfolio shouldn’t be either. We start with your goals, timeline, and comfort with risk, then build a portfolio aligned with your personal financial plan. Whether you’re investing for retirement, college, or long-term growth, we craft a strategy designed to keep you confident through all market cycles.


Our approach blends both active and passive elements. We often hold a core of diversified funds for stability while selectively tilting toward sectors or asset classes showing positive momentum. This balance allows us to stay cost-efficient yet opportunistic.


We monitor and rebalance regularly to keep your portfolio aligned with your target mix. When markets shift, we make thoughtful adjustments to stay positioned for growth while managing volatility.

Proactive oversight that adapts to change

Keeping your investments moving forward

Diversification

We spread investments across industries, asset types, and regions to minimize risk while pursuing steady returns.

Disciplined Rebalancing

We periodically adjust holdings to maintain your intended risk level and take advantage of market shifts.

Our investment management process is clear, structured, and adaptable — designed to keep your strategy aligned with both market conditions and personal milestones.

Active Monitoring

Portfolios are reviewed continuously to identify opportunities and reduce exposure where trends weaken.

Transparent Reporting

You’ll receive updates on performance and strategy so you always understand what’s happening with your money.

Investment Management FAQs

What investors often want to know

  • What kinds of investments do you use?

    We typically use a mix of mutual funds, ETFs, and occasionally individual securities to build well-rounded portfolios. This combination helps us balance diversification, cost, and flexibility. Each selection is chosen with your goals and risk tolerance in mind, ensuring every position serves a purpose in your broader plan.

  • How often do you adjust portfolios?

    We monitor portfolios daily and typically rebalance several times a year, depending on market conditions and drift from target allocations. If our indicators suggest a shift — for example, momentum turning in or out of certain sectors — we make careful adjustments. The goal is to be active enough to add value while avoiding unnecessary trading or costs.

  • What is a momentum investment strategy?

    Momentum investing focuses on identifying assets that are trending upward and maintaining exposure to those with sustained strength. We use this approach as part of a disciplined framework, not speculation. It helps capture ongoing growth trends while remaining diversified and mindful of risk.

  • How do you handle downturns in the market?

    We expect volatility and plan for it. During market declines, we review portfolios for defensive opportunities, rebalance where appropriate, and keep clients informed. Sometimes that means temporarily increasing bond or cash exposure; other times it’s about staying invested and positioning for recovery. The goal is to limit downside and participate fully in the rebound.

  • Will you try to “beat the market”?

    Our focus is on achieving your goals with the least risk necessary, not chasing benchmarks. While our strategy can outperform during certain periods, our greater aim is consistency, protection from major losses, and helping you stay invested through all conditions.