Financial planning and asset management with a human touch.See Our Approach
Preservation of Capital. Predictable Income. Risk Control.
Cox Capital Management is an Andover MA financial advisor with clients in 21 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.
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.
We place the highest priority on helping you meet your long term goals. In charting your course, we assemble all components of your financial and personal circumstances.
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.