Author Archives: admin

Cox Capital Management Hosts Informational Medicare Event in Andover

Navigating the Medicare Maze.

Last week Cox Capital Management hosted an informational Medicare event at Salvatore’s Restaurant for clients in the greater-Andover area. The seminar was part of a larger “Client Education Series” that Cox Capital has been periodically putting on for the past couple years. Topics have ranged from generational planning to social security to long-term care insurance. In each instance, CCM brings in an independent, outside expert on a particular subject matter with the sole goal of informing and providing a resource for current clients. With many folks approaching medicare-eligible age, it was the perfect time to bring in Peter Stoner from Stoner & Co. to present this complicated and often misunderstood topic.

Continue reading

The Investment Broker Price War – Our Take!


Photo by Arisa Chattasa on Unsplash

Our custodian, Fidelity Investments, recently announced that they will be eliminating trading commissions on all equity trades. This is good news for our clients, because this will save them a little money – but at the end of the day, the new no-commission world is not a game-changer for larger accounts. Smaller accounts will benefit, however. As an Andover, MA based portfolio manager specializing in assembling actively managed investment accounts, the new no-commission world will now allow us to offer expert money management for smaller accounts. Most managers thumb their noses at these opportunities!

Continue reading

CCM On the Road: Wells Fargo Healthcare Conference

We recently had the chance to attend the annual Wells Fargo Healthcare Conference held in Boston. It is a great event with management teams from over 100 publicly traded healthcare companies making presentations to an audience of analysts, investors, and portfolio managers. These presenting companies run the gamut from small biotechnology firms to health analytics companies to household names like Johnson & Johnson and Medtronic. We go into this conference each year with the three goals: to get a progress report on the names currently in our portfolio; to find some new potential candidates on which to focus our future research; and to learn something new about the industry.

Continue reading

Cox Capital Welcomes UML’s Sarah Wesinger to Internship Program

Sarah Wesinger Joins Cox Capital’s Internship Program.

Cox Capital is pleased to welcome Sarah Wesinger, the latest addition to CCM’s internship program. A senior at UMass Lowell in her final semester, Sarah is from Hudson, MA and has a strong quantitative background. Initially an engineering major, Sarah is currently earning a dual concentration in finance and management. After interning this past summer at Boston Scientific, she was offered a full-time position upon her graduation this December. Sarah will become part of Boston Scientific’s finance leadership development program (FLDP), where she’ll have the opportunity to sample a variety of roles at the company. Her primary role at Cox Capital this fall will focus on evaluating fixed income opportunities for the portfolio management team. Aside from her studies, Sarah fulfills her creative side by painting at her mother’s art studio. She chose UMass Lowell because of their excellent career development program and the high job rate among graduates.

Continue reading