Mission Statement

Cojo Bay Advisors is a purely independent financial planning firm that focuses on people who are making the transition from spending more than they make to saving for the future.

We strive to enrich our clients understanding of the major expenses of life and how to prepare for them. We empower our clients to take control of their financial future.

We are not affiliated with any brokerage firm, insurance company, or bank. Our sole objective is to help our clients determine and then reach their financial goals through prudent investment planning.

The main focus of the firm is providing investment advice with particular focus on asset allocation, fund or manager selection and portfolio monitoring.

In addition, we supply savings plans for clients with aggressive goals and complete financial planning for those clients seeking a higher level of service.

Cojo Bay Advisors in the News

Robert Bixby Green, Jr., CFA

President and Founder
23+ Years of Investment Industry Experience


  • Member of the CFA Institute
  • Member of the Security Analysts of San Francisco
  • Member San Diego State University Alumni Association

Past Experience

2001–2004 | Morrison & Frazier, LLC | Lafayette, CA Partner

  • Performed fundamental equity analysis on stocks in portfolio.
  • Responsible for fixed income management and analysis
  • Utilized technical analysis for risk control.
  • Primary trader for equity and fixed income assets.
  • Served as firm’s Compliance Officer.
  • Responsible for client contact.
  • Developed new business.
  • Made presentations to groups ranging from 5 to 350 people.

2000–2001 | The Mechanics Bank | Richmond, CA Vice President & Portfolio Manager

  • Managed balanced portfolios for individuals and trusts.
  • Fixed income manager for in-house mutual funds.
  • Responsible for fundamental analysis on equities.
  • Generated new stock ideas for portfolios.
  • Responsible for economic overview for investment meetings.
  • Primary trader for equity and fixed income assets.

1996–2000 | Jurika & Voyles, LLP | Oakland, CA Associate Portfolio Manager

  • Co-managed approximately $300 million in fixed income assets.
  • Evaluated sector contribution to duration and risk exposure.
  • Primary trader for fixed income assets.
  • Active participant in all decisions on portfolio structure.

1994-1996 | Franklin Resources, Inc. | San Mateo, CA Fund Information Representative

  • Provided marketing support for financial consultants.
  • New employee trainer.