Cox Capital Management
Overview
Cox Capital Management is a financial advisory firm based in Andover, Massachusetts, specializing in investment management and financial planning services. The firm offers a comprehensive suite of services, including risk management, tax and estate consulting, financial planning, asset management, scenario analysis, and generational analysis. These services are designed to help clients build and preserve wealth, manage risks, and plan for future generations. The firm's client base is diverse, encompassing high-net-worth individuals and families, professionals and entrepreneurs, as well as nonprofit organizations and foundations. For high-net-worth clients, Cox Capital Management focuses on wealth preservation, legacy planning, and multi-generational financial strategies. For professionals and entrepreneurs, the firm provides customized financial planning and investment strategies that align with career trajectories and future goals. Nonprofit organizations benefit from the firm's disciplined, strategic approach to safeguarding assets through lower-risk investments. Founded in 1997, Cox Capital Management is registered with the United States Securities & Exchange Commission. The firm is committed to providing personalized service and building client relationships based on trust and transparency. With a strong track record and a team-oriented atmosphere, Cox Capital Management offers a range of career opportunities for both established and emerging advisors, emphasizing best practices in risk management and portfolio management, as well as cutting-edge quantitative models to guide decision-making.
Investment Focus
- Minimum investable assets of $1 million for high-net-worth individuals and families
- Customized financial planning and investment strategies for professionals and entrepreneurs
- Strategic approach to safeguarding assets for nonprofit organizations and foundations
Portfolio Companies
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Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Cox Capital Management
What sectors does Cox Capital Management invest in?
Cox Capital Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in São Paulo, State of São Paulo, Brazil. Cox Capital Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Cox Capital Management invest at?
Cox Capital Management backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Cox Capital Management invest in?
Cox Capital Management invests across United States.
What companies has Cox Capital Management invested in?
Cox Capital Management's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Pfizer.
How do I contact Cox Capital Management?
Cox Capital Management's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
