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A solid financial condition is potentially a great source of energy and comfort. It may help you to reach your life goals and also provide a safety net in your later years.

As your financial advisor my goal is to help you to acquire and maintain a strong financial foundation.

I offer clients two approaches: Brokerage Services and Investment Management. Below I discuss each method and explain which course might be right for you.


Investment Management: This approach is best suited for investors who prefer to turn over the management of their money to an experienced professional. It is recommended for those who are comfortable with delegating full authority to a third-party. The minimum account size is $300,000.

I practice an asset allocation methodology that engages investment dollars in a coherent investment strategy. Clients can select one of three portfolio options:

  1. Conservative: With long term appreciation potential, characterized by a diversified portfolio of larger cap companies with a 3-7 year time horizon. Low turnover in stocks and bonds. Emphasis is on investing in companies rated high in safety and technical strength.

  2. Income: With preservation of principal, concentrating on dividend-paying stocks, preferred stocks, convertibles, bonds, and other fixed income investments. Emphasis is on safety, diversification, and technical strength.

  3. Aggressive: With higher short term appreciation potential, focusing on a blend of large, mid-cap and small-cap companies, leveraged closed-end funds, specialty or sector funds.

My fees are based on a percentage of assets under management, ranging from 1.25% to .75% per annum.



© 2004-2013 - Richard Jay Cohn, Financial Advisor.
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All written content on this Web site is for general information purposes only. Opinions expressed are solely those of Richard J. Cohn, Manager/CEO of Crestmont Advisors, LLC; a Registered Investment Advisor. Material presented is believed to be from reliable sources and we make no representations as to its completeness or accuracy. Any information and ideas presented herein should be discussed with your other professional advisors prior to implementation.