Founded in 1997, Cox Capital Management is a Registered Investment Advisor based out of Andover, MA that specializes in Investment Management and Financial Planning. The firm works with over a dozen nonprofit/foundation clients in addition to high net worth individuals and families. CCM has a history of success creating diverse portfolios that produce income, preserve and grow capital. Over the past several years the firm has transitioned from a traditional money manager to a more holistic wealth manager, providing financial planning, tax and estate planning advice.