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In addition to our 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 is 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.
Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
For important information related to Cozad Asset Management Inc., refer to the Cozad Asset Management Inc.'s Client Relationship Summary (Form CRS).
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.