Cozad Asset Management Inc.
Financial Services - , ,
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Cozad Asset Management Inc. Senior Management
Cozad Asset Management Inc. Details
Founded in 1972, Cozad Asset Management, Inc. provides a variety of professional and personalized financial products and services to individuals, families, and institutional investors throughout the country. In addition to traditional financial planning and wealth management services, Cozad maintains several equity investment strategies. Cozad is one of the largest investment advisors in downstate Illinois, managing around $1B for clients. When it comes to financial planning, our goal is to create holistic plans that considers every aspect of our client's situation. From an asset management perspective, our team designs solutions to achieve each client's financial goals, while aligning their investment preferences, risk tolerance, and overall financial picture.Cozad has developed a number of equity investment strategies. Our portfolio managers bring specialized expertise to a variety of asset classes, and aim to provide superior risk-adjusted performance, and our analysts utilize both quantitative metrics and qualitative factors to make investment decisions.Securities offered through M Holdings Securities, Inc. A registered broker/dealer. Member FINRA/SIPC. Investment Advisory Services Offered through Cozad Asset Management, Inc. Cozad Asset Management, Inc. is independently owned and operated.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed for accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
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