Our website offers general information about our services and should not be acted upon without obtaining specific advice from a qualified professional. The information provided is not intended to provide any investment, tax or legal advice; in addition, nothing on this website should be considered a solicitation for the purchase or sale of any security.
The views expressed represent the opinions of Cohen Investment Advisors, LLC and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial or legal advice or service to any person.
Diversification and asset allocation do not ensure a profit or guarantee against loss.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website, https://adviserinfo.sec.gov/. Past performance is not a guarantee of future results.
Our portfolio characteristics and holdings are subject to change at any time and are based on a representative portfolio. Holdings and portfolio characteristics of individual client portfolios may differ, sometimes significantly, from those shown. The investments presented are examples of the securities held, bought and/or sold in our strategies during the last 12 months. These investments may not be representative of the current or future investments of those strategies. You should not assume that investments in the securities identified in this presentation were or will be profitable. We will furnish, upon your request, a list of all securities purchased, sold or held in the strategies during the 12 months preceding the date of this presentation. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of securities identified in this presentation. Our, or one or more of our officers or employees, may have a position in the securities presented, and may purchase or sell such securities from time to time.
Third Party Websites:
We may utilize third party service providers to provide certain tools and/or programs, some of which may be housed on a third-party server or on a website which has been independently developed by others. As such, while accessing this website you may be linked to such other third-party servers. Access to other websites or use of any third-party tools or programs on this website are subject to all terms and conditions found therein.
Some of the information on this website is provided through linked websites. Links on this website are for informational purposes only. We do not endorse the content nor the products of these linked websites.
Some of the material on this website is password protected. This area is restricted to authorized users only. The users in these password protected areas are responsible for any use of their password and for maintaining its confidentiality.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2. As with any investment strategy, there is potential for profit as well as the possibility of loss. We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable. Past performance is not a guarantee of future results.
Social Media Disclosures:
Cohen Investment Advisors does not endorse third-party articles/websites. Opinions are of the date posted & subject to change. Testimonials may not be representative of other clients’ experience & do not guarantee success; no compensation was exchanged for recognitions.
Third Party Posts. Third-party posts that appear on this social media site have not been reviewed or approved by Cohen Investment Advisors for completeness or accuracy. Information posted by third parties does not necessarily reflect the views or opinions of Cohen Investment Advisors or its affiliates.
Not an Offer to Sell nor Solicitation to Buy. The Cohen Investment Advisors company profile is for informational purposes only and its contents are not an offer to sell nor a solicitation to buy securities. The information on this social media site should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, and expenses associated with any investment. Past performance is not a guarantee of future results.
Tax and Legal Advice. Information found on this social media site is not intended to be individualized tax advice or legal advice. Please discuss such issues with a qualified tax advisor.
Direct Messaging Disclosure. Cohen Investment Advisors is not responsible for content posted by third parties. Cohen Investment Advisors and third parties acting on its behalf, reserve the right, to the extent permitted under applicable law; to process, retain and monitor all electronic communications (including personally identifiable information). By sending direct messages and/or posting comments, you consent to such processing, retention and monitoring. Comments and statements are based solely upon the opinions of Cohen Investment Advisors on the date posted and are subject to change.
Forbes Best In State, April 4, 2023. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.
All advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Cohen Investment Advisors nor any of its Financial Advisors pay a fee in exchange for this award/rating.