A complete list of active advisors currently associated with Alexander D Cohen Investments, LLC

Warmer can help you find a great advisor at Alexander D Cohen Investments, LLC or one who fits your needs even better.

The firm provides ongoing portfolio management and investment advisory services primarily to individual clients (including high‑net‑worth individuals) and offers financial planning and Investment Policy Statements tailored to each client’s goals and risk tolerance. It also directs clients to third‑party advisers and to Matson Money as part of its service menu, with custody and trade execution handled by the client’s qualified custodian. The firm’s investment approach is grounded in modern portfolio theory and long‑term trading, with portfolios constructed mainly using mutual funds and Matson Money products and reviewed at least annually. Most client assets are managed on a non‑discretionary basis—the brochure reports all assets as non‑discretionary—and the firm retains limited discretionary authority only for allocations among Matson products. Notable distinctions include an affiliation with an accounting practice—the firm’s principal is an accountant and may provide accounting‑related services—which the brochure discloses as a potential conflict of interest. The firm also discloses that it does not aggregate client trades, receives no soft‑dollar research benefits, and commonly receives fee sharing from third‑party advisers it recommends, a mix of practices that is less common among its supported peers.

To learn more about the advisors currently working at Alexander D Cohen Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.