"Our experience throughout the decades has enabled us to refine a process down to where we are able to recognize trends and nimbly act on them."
The Kockos Boggs Group

The Kockos Boggs Group

"Our experience throughout the decades has enabled us to refine a process down to where we are able to recognize trends and nimbly act on them."
About The Kockos Boggs Group

Welcome

The Kockos Boggs Group has 48 years of combined, in-depth financial advising experience on both the right side and left side of our clients' personal balance sheets. We also have direct access to the some of the most superb minds in the investment and lending business worldwide. Our experience throughout the decades has enabled us to refine a process down to where we are able to recognize trends and nimbly act on them. This has helped us develop a loyal list of clients who value us as their principal family advisors.
Our team
We have designed our investment practice to be disciplined and accountable. We have four simple principles that can be the cornerstone of any family's financial future.

  1. A written investment strategy proposal
  2. A quarterly review
  3. Access to investment and lending resources worldwide
  4. Individual attention and accountability to each client's personalized plan Our strengths lie in our capability to navigate turbulent markets while still staying on plan in regard to risk aversion, and being cost-conscious for our clients. Scott and Chris both have their areas of expertise, and know when to reach out for more expertise from outside their team if the situation calls for it.

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

Investing

How AI can boost productivity and jump start growth

July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Outlook

Eye on the Market: The lion in winter

July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Wealth Planning

Insight 7: Develop a capable and committed rising generation

July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
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