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Cozad Asset Management
Cozad Asset Management: a registered investment advisor in Champaign, Illinois, managing public equity and fixed-income portfolios for regional clients.
Cozad Asset Management
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General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
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Frequently asked questions
What type of clients does Cozad Asset Management serve?
Cozad Asset Management serves individual investors, high-net-worth families, and institutional clients such as retirement plans. Its client base is concentrated in central Illinois, where it provides portfolio management and financial planning services as a registered investment advisor.
Does Cozad Asset Management invest in private equity or venture capital?
Cozad Asset Management does not publicly disclose a private equity or venture capital program. Its investment approach centers on publicly traded securities, fixed income, and mutual funds, consistent with a traditional RIA model rather than an alternative-asset family office.
How does the firm make asset allocation decisions?
An internal investment committee directs asset allocation at Cozad, combining internal research with external manager due diligence. The firm constructs portfolios across equity, fixed-income, and mutual fund sleeves, tailored to individual client risk profiles and objectives.
Is Cozad Asset Management a family office?
No. Cozad Asset Management is structured as a registered investment advisor serving multiple external clients. It does not operate as a single-family office tied to a specific wealth origin, nor does it disclose a multi-family office conversion model.
Where is Cozad Asset Management based, and does it have additional offices?
The firm is headquartered in Champaign, Illinois. While it serves clients throughout central Illinois, it does not list additional office locations in its regulatory disclosures.
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