Beyond The Numbers

Financial planning and asset management
with a human touch.

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Preservation of Capital. Predictable Income. Risk Control.

Cox Capital Management is an Andover MA financial advisor with clients in 19 states. We specialize in custom investment portfolios managed to preserve capital and generate predictable income through risk control. We believe that the chief value we provide to our financial services clients is to shield them from costly mistakes. Learn more about our Approach ยป


Asset Management

As financial advisors move more towards ETFs and robo-advisors, Cox Capital offers a common-sense approach that harnesses the technology of today but adds a human element to the process.


Financial Planning

We place the highest priority on helping you meet your long term financial planning goals. In charting your course for the future, we assemble all of the components of your financial and personal circumstances.


Communication

We hope that our ongoing research, due-diligence, attention to detail and tremendous legwork translates into investment success, achievement of financial goals, and long-lasting client relationships.