Tag Archives: Financial Advisor

Brown Becomes Partner at Cox Capital Management

It is with great pleasure to announce that effective January 1, 2020, Ethan Brown is now a Partner at Cox Capital Management. Brown joined the firm over five years ago. He completed an MBA from UMass Lowell with a specialization in finance. Brown brings a host of analytical abilities to the firm. Moreover, he has played a key role in CCM’s strong investment performance over the past few years. With Brown in place, CCM has effectively started a multi-generational succession strategy. This will ensure that all clients will continue to receive top quality investment management and financial planning for years to come. “I couldn’t be happier to have Ethan as a Partner at the firm,” said CCM founder Bill Cox. “He has been a great asset and is well-liked by all clients. This milestone event proves that we are committed to building a top-quality firm that is future-ready.”

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Demand More From your Advisor!

The advisory landscape is competitive!
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Is your advisor or stockbroker playing more golf or out sailing these days? Are you questioning what they are actually doing for you? Today’s overachieving investment advisory firms are doing much more for their clients than in any time in history. This is a transformative time in financial services. Consumers are becoming smarter and advisory firms are offering more and more cutting-edge services in order to remain competitive.

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Choosing Your Financial Advisor – A Different Perspective About What’s Important! (Part 2 of 2)

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Get Reference Letters

I am surprised that clients don’t ask for letters of recommendation more often. References really help to understand who the advisor is and how clients have been treated over longer periods of time. Everyone has an opinion, and three references should do the trick. The references should be from different types of clients too – possibly one from a retiree, one a non-profit or one from a family that is in the midst of long-term planning. We encourage getting real life feedback because with reputations at risk, be assured that the substance of the reference is usually excellent.

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Uncovering the Mysteries of the Money Management Field

When I started my financial career, I was in awe of the people who managed money professionally. I thought that these people had the secret sauce to creating wealth. I wanted to know what set them apart and learn what made them so special! I craved their knowledge – and I wanted it fast! I was impressed with these high achievers and their prestigious backgrounds. Many came from the best colleges and had advanced degrees in engineering, mathematics and finance. Some had MBA’s and other impressive designations like CFA’s and PhD’s. They also had histories of success, meaning that they had done something very special in previous years that set them apart. During the typical work day, it was not unusual to be working with an Ivy League quarterback, a professional hockey player or a world famous tennis player. Some had extraordinary resumes such as running a well-known family business, designing a computer system, doing high level medical research, or even working as a rock band promoter – I mean you’re talking about some serious cocktail party bragging here!

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