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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.
For more information about a large cap strategy, please contact Ron Kiddoo, CPA.
Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA, SIPC. Investment Advisory Services offered through Cozad Asset Management, Inc. Cozad Asset Management and the Cozad Small Cap Value Fund are independently owned and operated. If you wish to initiate a securities transaction, please contact Cozad Asset Management, Inc. to discuss your transaction. Please do not leave instructions on voicemail or send via email or fax, as those instructions cannot be honored on a timely basis.
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