William Cox Email & Phone Number

I am Founder and Chief Investment Officer of Cox Capital Management LLC. Since 1997, I have been helping individuals, families and non-profits reach their financial planning goals through sound money management. Our common-sense approach to investment management harnesses the technology of today but also adds a human element to the security selection process. Our custom portfolios are constructed from well-researched companies that we believe serve integral purposes in society and have the potential to be bigger and more prosperous several years from now. We are different from the typical advisor or stock broker. It’s our mission to produce strong long-term returns, shield our clients from risk and ultimately help them achieve their financial goals.

Listed skills include Portfolio Management, Financial Planning, Investments, Finance, and 4 others.