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Our U.S. Equity Income strategy consists of 30-60 dividend-paying stocks, selected from a wide range of sectors and industries. Utilizing a top-down approach, Portfolio Manager Bryant Evans focuses buy and sell decisions based on shifts in the U.S. economy, fundamental financial analysis, and overall quality of management. This investment strategy is available as a separate account.
For more information, please contact us for a full GIPS® Disclosure Presentation or contact Bryant Evans, MBA.
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. Cozad Asset Management, Inc. is an independent registered investment advisor. Cozad Asset Management, Inc. claims compliance with the Global Investment Performance Standards (GIPS®). For a Fully Compliant GIPS® Disclosure Presentation and a complete list of our composite descriptions, please contact us at (217) 356-8363 or (800) 497-1686. 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.
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.