Bill Cox and Ethan Brown Present to 20+ Nonprofits
Andover, MA -- (SBWIRE) -- 03/01/2017 -- Associated Grant Makers (AGM), a nonprofit membership-based organization, hosted Bill Cox and Ethan Brown of Cox Capital Management (CCM) for a presentation titled "Intro to Evaluating Investments". AGM is committed to creating networking, skill-building, and learning opportunities for members of the nonprofit community. Bill and Ethan presented to over 20 organizations on the topics of setting up investment committees, writing investment policy statements, evaluating investment fees, and determining how to evaluate different types of investments. Diana Esposito and Michael Underhill, both of AGM, coordinated the event. Bill shared his experiences of working on the investment side of the nonprofit community for 20 years with clients ranging from major university endowments to small, local charities. The presentation lasted 90 minutes, with Bill and Ethan taking questions during and after the event.
For a PDF copy of the presentation used, please e-mail firstname.lastname@example.org or email@example.com.
For more information on upcoming AGM events, follow this link: http://www.agmconnect.org/events.
About Cox Capital Management
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.
For more information, please visit http://www.coxcapitalmanagement.com.