CONTRACT WORK: We can provide analytical and research support for your investment firm on a consulting basis. You will be given access to an experienced investment analyst that will perform assigned tasks. This is best for firms looking for help, but not ready to commit to a full time employee. Please contact us for hourly rates.
OUTSOURCED PORTFOLIO STRATEGY: This is perfect for financial advisors that would like to spend more time on sales and client service. We can serve as your outsourced portfolio strategist and take over your everyday investment management responsibilities, freeing up your time to grow your business. We will provide you with co-branded market commentary, strategic and asset allocation updates and model portfolios that invest in mutual funds, ETFs or stocks and cover various risk tolerance levels. Please inquire about our set fee.
PERSONAL CONSULTING: This is a more higher priced option. We can provide you with investment management coaching, hourly consultations and personalized portfolio management strategies to help you grow your clients' portfolios.
INDIVIDUAL INVESTOR SUBSCRIBTION
Cohne Tactical Asset Allocation
Monthly Subscription: $99 (min 12 Months)
401K Portfolio Review
Struggling with your 401K? You're not alone. Unless you're a financial expert, you likely
have no idea how to allocate your 401K properly. Cohne Investment Group offers
objective third party portfolio suggestions by a trusted seasoned fund analyst and
portfolio construction expert.
-Copy of portfolio statement or list of available funds
-Can be sent via email or fax
Cohne Investment Group provides:
-An independent review of your 401K portfolio
-4 Risk Based Model Portfolios
-Suggested fund allocation chart
-Model Portfolio Descriptions
-Do-It-Yourself Risk Tolerance Kit
-Professional research capabilities not available to everyday investors
No BS Investment Management Course
16 Full Video Modules
16 PDF Books
Trains everyday individuals in the field of investment management.