A complete list of active advisors currently associated with Cohen, Steven J CFA

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SJC Capital LLC operates as a multi-family office providing bespoke wealth management, portfolio management, financial planning, pension consulting and selection of specialist external advisers. The firm states it serves individuals, families, trusts, investment companies and pension plans and sets a $10,000,000 account guideline, and its client base is small and oriented toward high-net-worth and institutional pension clients with a significant non‑U.S. constituency. The firm combines traditional fundamental analysis with proprietary artificial intelligence and machine‑learning models and relies substantially on quantitative portfolio management and active trading strategies, with manual trade review. Its stated implementation can include derivatives and borrowing within separately managed accounts, and the firm discloses and publishes live performance results rather than back‑tested simulations. Distinctive features include the firm’s acceptance of commissions and performance‑based fees (including side‑by‑side management), its disclosure that it may receive compensation when directing client monies to specialist products, and a stated pension consulting practice with specialist knowledge of UK and Swiss pensions. The firm also notes involvement in creating a secondary market for private equity and other illiquid investments and addresses related conflicts through trade aggregation and allocation policies.

To learn more about the advisors currently working at Cohen, Steven J CFA, 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.