ENHANCED INDEX
Our Enhanced Index Strategy is a smart beta strategy that blends exposure to five select investment factors: high momentum, high value, high quality, low volatility, and small size. The strategy seeks to offer benefits from both passive and active investing approaches. Like passive investing, the strategy employs a longer term, lower turnover approach to investing in low-cost, index-based investment products. Like active investing, the strategy employs a tactical investment selection and allocation process. The result is a well-diversified, low-cost, and tax-efficient portfolio.
BRETT ANDERSON, CPA
Financial Advisor & Portfolio Manager
Brett Anderson serves as a Financial Advisor and Portfolio Manager. He provides a variety of financial planning, investment management, and tax preparation services to help clients identify and achieve their financial goals. He manages Cozad’s Enhanced Index Strategy ETF portfolios.
Brett is a Certified Public Accountant in the state of Illinois.
Office Phone: 217-356-8363
