Gregory D. Cozad, CFP®
Mary McGrath, CPA, CFP®
Stuart Meacham, CPA, ChFC®
Founded in 1972, Cozad Asset Management, Inc. provides the highest quality professional and personalized financial services and advice to individuals, families and institutional investors throughout the country. Our client-focused approach allows Cozad professionals to fully understand each client’s personal financial situation, including investments, tax and insurance and to satisfy individual financial objectives and achieve long-term goals. Many clients find Cozad’s specialized composites to be excellent additions to their portfolios.
We design solutions to achieve each client’s unique financial goals while aligning with the client’s investing preferences, risk tolerance, and holistic financial picture.
Our portfolio managers bring specialized expertise to a variety of asset classes and aim to provide superior risk-adjusted performance.
Financial Planning & Other Services
In our comprehensive wealth management review, we strive to understand your inventory of assets and liabilities, your cash inflows and outflows and how taxes come into play.
In June 2014, Cozad Asset Management, Inc. was named to the inaugural 2014 Financial Times Top 300 Registered Investment Advisors (RIA) list and has earned the distinction in 2015, 2016 and 2017.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June, 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
Cozad Asset Management Inc
2501 Galen Dr,
Champaign, IL 61821