Investment Approach

Disciplined, Principled and Strategic Investing

Daniel Cohen has participated in and closely studied the financial markets for over 20 years. He has successfully maneuvered his clients through difficult as well as lucrative economic periods.

Clients of Cohen Investment Advisors are treated to recommendations that are carefully crafted according to the unique needs of each individual investor. Our firm works with you in an effort to ensure that all rewards and risks are fully understood. Then we seek to take the necessary time to work together, one-on-one, to develop a sound investment strategy.

“When time is on your side, patience and tolerance for short term volatility are traits that tend to serve you well as an investor.”

Shortly after having the privilege of banging the gavel overlooking the floor of the New York Stock Exchange, Mr. Cohen remarked in a published article:  “When time is on your side, patience and tolerance for short term volatility are traits that tend to serve you well as an investor.” His statement succinctly sums up the firm’s long term outlook.