With over $2 billion in assets under management and a team of CPAs and CFP®s, Cozad Asset Management provides investment management services, financial planning services, and complete tax services, and more for our investment management clients. Rather than communicating with a separate investment advisor, a separate financial planner, a separate tax preparer, and a separate insurance agent, you can rely on us to provide and coordinate each of these services. As a single advisory team thoroughly familiar with your investments, personal financial projections, and taxes, we can help you benefit from the synergies and conveniences of having a coordinated, comprehensive approach.
Investment Management
Cozad Asset Management is a Registered Investment Advisory (RIA) firm, which means we have a fiduciary duty to our clients – a fundamental obligation to always provide investment advice that works in our client’s best interest.
