Cozad Asset Management .. . .financial professionals striving for superior results and lasting relationships.
Founded in 1972, Cozad Asset Management, Inc. provides the highest quality, personalized financial services and advice. Our approach is client-focused as we make every effort to satisfy the needs of our clients and to deliver superior results. Our objective is to build portfolios that meet the long-term financial goals of our clients. Our range of services allows us to pay attention to all aspects of our clients financial situation, including investments, tax and insurance
Our clients come from throughout the country. They are individuals and families who desire financial services that are both personal and professional, and, most of all, that will help them reach their long-term financial goals. Our institutional clients also appreciate our client-focused approach to service, while finding our specialized composites represent excellent additions to their holdings.
Most of all, we conduct our business with the highest professional and ethical standards.
Our investment philosophy is guided by diversification, a disciplined approach to the purchase and sale of securities, and the flexibility to make sure each portfolio is as unique as our clients.