cozadassetmgmt.com
U.S. Equity Income Portfolio | Cozad Asset Management, Inc.
http://www.cozadassetmgmt.com/us-equity-income-portfolio
Skip to main content. Financial Planning and Other Services. Financial Planning, including Retirement and Estate Planning. Managed Tax Services, LLC. It is not possible to invest directly in an index. For more information, please contact us for a full GIPS Disclosure Presentation or contact Bryant Evans, MBA. Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
cozadassetmgmt.com
Managed Tax Services, LLC | Cozad Asset Management, Inc.
http://www.cozadassetmgmt.com/managed-tax-services-llc
Skip to main content. Financial Planning and Other Services. Financial Planning, including Retirement and Estate Planning. Managed Tax Services, LLC. Managed Tax Services, LLC. We provide our clients complete tax services through our wholly owned. Subsidiary, Managed Tax Services, LLC. Our Certified Public Accountants and accounting staff work with both individuals and companies with federal and state income tax planning and preparation. Financial Planning, including Retirement and Estate Planning.
cozadassetmgmt.com
Small-Cap Value Composite Portfolio | Cozad Asset Management, Inc.
http://www.cozadassetmgmt.com/small-cap-value-composite-portfolio
Skip to main content. Financial Planning and Other Services. Financial Planning, including Retirement and Estate Planning. Managed Tax Services, LLC. Our Small-Cap Value strategy seeks long-term capital appreciation through the application of a robust body of academic research focused in Behavioral Finance with two goals of seeking to generate stable, consistent alpha by using key information signals and by managing risk at or below its benchmark, the Russell 2000 Value Index. Small Company (small-cap) i...
cozadassetmgmt.com
Asset Management | Cozad Asset Management, Inc.
http://www.cozadassetmgmt.com/asset-management
Skip to main content. Financial Planning and Other Services. Financial Planning, including Retirement and Estate Planning. Managed Tax Services, LLC. With our clients’ individual needs our top priority, we develop custom-tailored portfolios. In building a portfolio, we often take the following approach:. Focus on goals and objectives. Review current holdings and performance. Develop a comprehensive plan. Review asset allocation and plan on a regular basis. Check the background of this Firm and/or investm...
cozadassetmgmt.com
Insurance Services/Risk Management | Cozad Asset Management, Inc.
http://www.cozadassetmgmt.com/insurance-servicesrisk-management
Skip to main content. Financial Planning and Other Services. Financial Planning, including Retirement and Estate Planning. Managed Tax Services, LLC. For complete information about our Insurance/Risk Management services, please contact Ray Heinrich, CLU. Financial Planning, including Retirement and Estate Planning. Managed Tax Services, LLC. Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA. Websites designed and developed by Altastreet.
cozadassetmgmt.com
Investment Portfolios | Cozad Asset Management, Inc.
http://www.cozadassetmgmt.com/investment-portfolios
Skip to main content. Financial Planning and Other Services. Financial Planning, including Retirement and Estate Planning. Managed Tax Services, LLC. Our composites may be used in building portfolios for our clients, depending on their needs. Visit our Mutual Fund Website at: www.cozadfunds.com. Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
cozadassetmgmt.com
Financial Planning, including Retirement and Estate Planning | Cozad Asset Management, Inc.
http://www.cozadassetmgmt.com/financial-planning-including-retirement-and-estate-planning
Skip to main content. Financial Planning and Other Services. Financial Planning, including Retirement and Estate Planning. Managed Tax Services, LLC. Financial Planning, including Retirement and Estate Planning. While retirement planning can start at any age, often clients come to us when they receive a retirement plan distribution and are seeking the optimal way to manage these funds, either prior to or during their retirement years. Financial Planning, including Retirement and Estate Planning. Investme...
cozadassetmgmt.com
International Equity Income Portfolio | Cozad Asset Management, Inc.
http://www.cozadassetmgmt.com/international-equity-income-portfolio
Skip to main content. Financial Planning and Other Services. Financial Planning, including Retirement and Estate Planning. Managed Tax Services, LLC. There are special risks associated with international investing, including currency fluctuations, political and economic uncertainty, foreign taxation, and different account standards, as outlined in the current prospectus. It is not possible to invest directly in an index. Websites designed and developed by Altastreet.
cozadassetmgmt.com
Large-Cap Strategy | Cozad Asset Management, Inc.
http://www.cozadassetmgmt.com/large-cap-strategy
Skip to main content. Financial Planning and Other Services. Financial Planning, including Retirement and Estate Planning. Managed Tax Services, LLC. In addition to our mutual fund and separate account strategies, we offer a customizable, large cap investment strategy by client request which is focused on the philosophy of obtaining Growth at a Reasonable Price (GARP). The strategy is model based and is often tailored to address each client’s specific goals and objectives.
cozadassetmgmt.com
Our Team | Cozad Asset Management, Inc.
http://www.cozadassetmgmt.com/our-team
Skip to main content. Financial Planning and Other Services. Financial Planning, including Retirement and Estate Planning. Managed Tax Services, LLC. We invite you to learn more about our financial professionals. For biographical information, please click on the names of the team members listed below. Gregory D. Cozad, CFP. Chief Executive Officer, President. Ron Kiddoo, CPA. Chairman of the Board, Chief Investment Officer. Stuart Meacham, CPA, ChFC. Mary McGrath, CPA/PFS, CFP. Bryant Evans, MBA. Investm...
