A complete list of active advisors currently associated with Cohen Capital

Warmer can help you find a great advisor at Cohen Capital or one who fits your needs even better.

Cohen Capital is an SEC‑registered investment adviser that provides discretionary investment management, wealth management and financial planning services and sponsors a wrap‑fee program that bundles transaction and custody costs. The firm’s Disclosure Brochure describes services for pooled vehicles, institutional accounts and for individuals, trusts and businesses, and notes it is newly established with assets under management to be reported on its next filing. The advisor says it constructs portfolios primarily with low‑cost, diversified mutual funds and ETFs and may also use individual stocks, bonds, options, structured notes, third‑party managers and alternative investments as appropriate. Cohen Capital describes a primarily long‑term approach that relies on both fundamental and technical analysis while retaining discretion to trade on shorter time horizons for rebalancing, tax management or changing market conditions. Noteworthy differences versus many peers include the firm’s disclosure that it may select and retain other advisers or third‑party managers to implement client strategies — an arrangement the ADV highlights separately — and that it sponsors a wrap program as the portfolio manager. The ADV also discloses an institutional relationship with Fidelity that included software support and launch assistance, and it notes some advisory personnel are licensed to sell insurance and may earn commissions, each of which the brochure identifies as potential conflicts of interest.

To learn more about the advisors currently working at Cohen Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.