Helping your family navigate the financial waters.
Who we areDoxa Capital
Doxa Capital is committed to delivering transparency, simplicity, and integrity to every relationship and investment.
Foundation
Since its founding in 2015, Doxa Capital has spent more than a decade helping families, always on the same three pillars: its investors, its investments, and its philanthropy. For investors, everything starts with a plan. For investments, every portfolio is built following a consistent framework and discipline. And in philanthropy, it’s about giving back in the most advantageous way possible.
Fiduciary
Doxa Capital is a fee-only registered investment adviser, held to a fiduciary standard. Your goals are our only priority, and nobody pays us but you. We believe in a modern form of financial advice: comprehensive management of your financial life, like having a “personal CFO,” without middlemen, layers of fees, or high-cost products.
Podcast
Doxa Takes
Doxa Capital takes pride in its research and insights. Our monthly podcast, “Doxa Takes,” is our take on everything from popular financial planning topics to market outlooks. Enjoy on Spotify or Apple Podcasts.
