Comprehensive Financial Services
Experienced Advisors. Faithful Stewards. Cozad Asset Management is a Registered Investment Advisory (RIA) firm, which means we have a fiduciary duty to our clients; a fundamental obligation to provide investment advice that always works in their best interest. We measure our success through longstanding relationships built on trust. Yes, you can expect us to design customized strategies to help align your financial goals, investment preferences, risk tolerance and overall financial picture. You can also expect us to responsibly steward your assets, driven by our call to service – and your best interests.
How our advisory relationships work
Our clients work directly with their financial advisor and their team to assess their goals and needs and determine suitable strategies. Sometimes a comprehensive plan is recommended, especially at the outset of a new advisory relationship. Over time, we expect to meet with our clients at least annually to review investment portfolios as well as changes to life situations. We take a holistic view of client relationships, coordinating with other professionals, such as attorneys or accountants when appropriate.
Investments we use with clients
No two clients are the same, and our advice and product selection is tailored accordingly. In managed accounts we can use a full range of investments products including individual stocks and bonds, ETFs, mutual funds, and options. Through investment partners, we are also able to offer a range of annuity and insurance options when appropriate.
Our fees are very competitive within our industry. Fees are discussed and agreed to at the outset of a relationship. Typically they are a fixed percentage of assets under management.
Does Cozad manage any proprietary investment strategies?
Yes. Several of our advisors also serve as portfolio managers. We offer four unique strategies that can be used by any Cozad advisor in client portfolios, when appropriate.