Cox Capital Management LLC

Cox Capital Management has a long track record of helping nonprofits and foundations achieve strong investment results with minimal risk. With over 80 years of combined experience, CCM provides custom managed portfolios with an emphasis on capital preservation, predictable income, diversification and risk management. Backed by our custodian Fidelity Investments, we offer low fees and personalized service. Please contact us for more information.
Service Region
Greater Boston
Core Competencies
Capital Preservation and Growth; Custom Investment Portfolios; Securities Analysis; Asset Management, and Financial Planning.
Keywords
Investments, Portfolios, Advisors, Financial Services, Asset Allocation, Wealth Management