Investing with purpose. Built on collaboration.
At Kintra Wealth, we believe successful investing begins with disciplined thinking, not reacting to the latest headline or chasing the next trend.
As an advisor-owned community, we bring together experienced investment professionals with diverse perspectives, united by a shared commitment to thoughtful portfolio management and long-term client outcomes.
That collaborative approach is reflected in everything we do, including the development of TRIO, our actively managed buffered ETF.
Built by Experience. Strengthened by Community.
TRIO was developed from an investment philosophy refined over decades by the investment team at McCarthy & Cox and has continued to evolve through the collective expertise of Kintra Wealth.
Today, it represents more than a single investment strategy, it reflects how we believe investment solutions should be built: thoughtfully, collaboratively, and always with investors’ long-term goals in mind.
Our Investment Philosophy
Markets will always fluctuate.
Our philosophy doesn’t.
We believe successful investing is grounded in:
Rather than attempting to predict every market movement, we focus on building resilient portfolios designed to help investors stay invested through changing market conditions.
Why TRIO?
TRIO brings together multiple equity markets with buffered downside protection through FLEX Options in a single actively managed ETF.
Designed for investors seeking growth potential while managing downside risk, TRIO reflects Kintra’s belief that sophisticated investment strategies should be accessible, transparent, and thoughtfully managed.
About Kintra Investments
Kintra Investments is under common ownership and control with Kintra Wealth, an advisor-owned community of wealth management professionals committed to helping clients flourish through collaboration, innovation, and fiduciary advice.
By sharing knowledge, resources, and specialized expertise across our community, we’re able to create investment solutions designed with one goal in mind:
Helping investors pursue what matters most.
Jim Cox believes that great financial advice begins with strong relationships. As a Managing Partner and Wealth Advisor at Kintra Wealth, he works closely with individuals, families, and business owners to help them navigate life’s financial decisions with confidence, clarity, and a long-term perspective.
A CERTIFIED FINANCIAL PLANNER® practitioner and Accredited Investment Fiduciary® (AIF®), Jim brings decades of experience in wealth management. Before joining McCarthy & Cox in 2004, now part of Kintra Wealth, he worked as a financial advisor with Merrill Lynch in Columbus, Ohio, following an early career as a commodities trader. His diverse background provides valuable perspective as he helps clients build, preserve, and transition wealth.
Jim earned his degree from Bowling Green State University and has long been committed to serving his community. Over the years, he has served as Chairman of the Board for the Union County Foundation, the Marysville Uptown Renewal Team, and the United Way of Union County. Today, he serves on the board of The Care Train of Union County and, alongside his wife, owns and operates The Ridge Golf & Gardens and Darby Creek Golf Course.
A graduate of the Union County Ohio Leadership Society, Jim has been featured in publications including the Columbus Dispatch, the Marysville Journal-Tribune, and Columbus CEO Magazine. He is also a member of the Financial Planning Association.
In recognition of his commitment to clients and the profession, Jim was named one of the 2025 Forbes Best-In-State Wealth Advisors.
In 2013, Jim and his wife established The Elizaveta Fund, which is housed at The Union County Foundation in order to help families alleviate the financial burden of adopting orphans. Over the past decade, their organization has helped over 25 orphans find forever homes. Jim lives in Marysville with his wife Faye, who is the managing partner of Schulze, Cox & Will law firm, their son Kaleb James, and daughter Caroline Elizaveta.
As Head of Investments at Kintra Wealth, Wes Bean leads the firm’s investment strategy, portfolio oversight, and research efforts. He is responsible for helping shape Kintra’s investment philosophy while supporting advisors across the organization with thoughtful, disciplined guidance designed to help clients pursue their long-term financial goals.
Wes brings more than two decades of investment industry experience to his role. Before joining McCarthy & Cox in 2016, now part of Kintra Wealth, he spent over 12 years with Nationwide Securities, where he most recently served as Director of Suitability and Trading. Earlier in his career, he worked as Lead Portfolio Analyst in the Managed Accounts department at Carroll Financial Associates in Charlotte, North Carolina.
In 2021, Wes earned the prestigious Chartered Financial Analyst (CFA) designation, a globally recognized credential that reflects his commitment to investment excellence, rigorous analysis, and fiduciary stewardship.
Originally from North Carolina, Wes earned his bachelor’s degree from Catawba College and his MBA from East Carolina University before relocating to Ohio in 2010. Today, he helps drive Kintra’s investment strategy while partnering with advisors to deliver disciplined, research-driven solutions for clients across the country.
As a Portfolio Manager at Kintra Wealth, Previn Pandey plays an integral role in the firm’s investment team, supporting portfolio management, investment research, and security analysis. He is passionate about uncovering investment opportunities through thoughtful research and disciplined analysis, helping advisors and clients make informed, long-term investment decisions.
Previn brings a strong academic and analytical foundation to his role. He holds master’s degrees in Financial Economics and Asian Studies, along with a bachelor’s degree in Finance. Prior to joining McCarthy & Cox—now part of Kintra Wealth—he gained valuable experience as an Equity Research Associate at Johnson Investment Counsel and as a Junior Equity Analyst at Briefing.com, where he developed expertise in equity research, company analysis, and market evaluation.
Committed to continuous professional growth, Previn has been recognized as a regional semifinalist in the CFA Institute Research Challenge and continues to deepen his investment knowledge through ongoing professional development.
Outside the office, Previn enjoys discovering new restaurants, hiking with his girlfriend and their dog, catching the latest movies, and spending quality time with family and friends.
