Bryant serves as an investment advisor, with responsibilities in portfolio management, investment analysis, financial planning, business consulting and client development. His strengths are in stock analysis and modern portfolio theory. Bryant created and manages our U.S. Equity Income, International Equity Income and Global Equity Income stock portfolios. In addition, Bryant offers broad, diversified wealth management to families and corporations. He serves on both our Executive and Investment Committees. Bryant’s insights into managing investments are often featured in the national and local media including the Wall Street Journal, Business Week, Bloomberg, and Reuters.
Bryant joined our firm in 1999. He earned a Master’s Degree in Anthropology from University of Kentucky in 1996 and a Master’s Degree in Business Administration from the University of Illinois in 2000. He is licensed by the FINRA as a Registered Representative with M Holdings Securities, Inc. Bryant has published two books and several peer-reviewed journal articles on prehistoric archeology in the United States.
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.