Cozad Asset Management, Inc. - United States of America
Cozad Asset Management, Inc. was founded in 1972 and became a Registered Investment Advisor in 1982. Cozad manages in excess of $1 Billion in financial assets and is one of the largest investment advisory companies in downstate Illinois. The firm’s primary objective is to build investment portfolios that meet the long-term financial goals of their clients. Cozad also provides ancillary financial planning and tax preparation services to assist with most all aspects of their clients’ wealth management concerns.
Cozad’s clients come from throughout the country. They are individuals and companies which desire financial services that are both personal and professional. Their institutional clients also appreciate their client-focused approach to service. Cozad offers a variety of investment solutions including customized portfolios, individually managed separate accounts, a managed portfolio program, and fixed income options. Cozad also offers individual equity strategies including Large Cap Core, U.S. Equity Income and International Equity Income portfolios along with a Small Cap Value strategy that is offered as a Mutual Fund. Cozad strives for superior results, lasting relationships, and conducts business with the highest professional and ethical standards.