Cozad's History
V. Dale Cozad, the late founder of Cozad Asset Management, Inc., was successful in the insurance industry, but he wanted to serve clients better and more broadly. In 1972, he founded the company to do just that. Driven and innovative, Dale was committed to building a strong team. In the early 1980s, he hired three key individuals – Ron Kiddoo, Mary McGrath, and Stu Meacham – who along with his son, Greg, are still leading the company today. Cozad Asset Management, Inc. became a Registered Investment Advisory firm in 1982, and today we serve clients in over 40 states across the country.
Our Team
At Cozad, we value long-standing relationships, both within our team and with our clients. Our team of investment advisors, CPAs, and Certified Financial Planners® is capable of providing a full range of financial services. We continue to grow our team with experienced and emerging financial professionals, allowing us to serve individuals that are just beginning as well as multi-generational families that are continuing their legacy.
Our Values
At Cozad Asset Management, we measure our success through long standing relationships built on our core values of unwavering integrity, professional excellence, and personalized service. Thoughtful stewardship of the assets you hold dear. Concern for your best interests. Financial advocacy for you and your family. Responding when we say we will. Whether it’s in business, with our families, or for our communities, these values drive us every day.
Unwavering Integrity
Professional Excellence
Personalized Service
Timeline
Doing Business for theGreater Good
At Cozad Asset Management, giving back – through financial contributions and valuable expertise – is part of the lifeblood of our organization. Together, we feel privileged to be able to do what we do, and we’re committed to paying it forward. Our personal and company involvement with local nonprofit organizations, as well as entrepreneurship and university programs, is a worthwhile investment in our community and a legacy we’re proud to uphold.
