Cohen Investment Advisors, LLC

Cohen Investment Advisors, LLC is a registered investment adviser established in October 2013, offering financial planning, consulting, and investment management services. The firm, wholly owned by Daniel M. Cohen, operates as a fiduciary, acting in clients' best interests. Services include tax forecasting, retirement and estate planning, and investment management. The firm primarily manages client portfolios on a discretionary basis, tailoring services to individual needs. Clients typically have a minimum portfolio size of $250,000, with a minimum fee of $2,500. Investment strategies involve fundamental, technical, and cyclical analysis. Cohen Investment Advisors charges an annual fee based on assets under management, ranging from 1.50% to 0.75%. The firm does not participate in wrap fee programs and has $212,993,929 in assets under management as of January 14, 2025. The firm exercises investment discretion, may aggregate trades, and provides ongoing account reviews. Cohen Investment Advisors does not receive soft dollar benefits and recommends brokerage services from Pershing or Interactive Brokers. The firm discloses its code of ethics, custody practices, and proxy voting procedures. No material changes have been reported since March 15, 2024, and the firm has no disciplinary history.