A complete list of active advisors currently associated with Coign Capital Advisors LLC

Warmer can help you find a great advisor at Coign Capital Advisors LLC or one who fits your needs even better.

Coign Capital Advisors serves individual and high‑net‑worth clients, as well as trusts, pension plans, and business entities, providing discretionary asset management, financial planning, and pension consulting. The firm also offers an automated advisory service (Iliad) and implements strategies that can include ETFs, individual stocks and bonds, structured notes, pooled/alternative investments, and options. The firm bases client portfolios on four proprietary models (Income, Moderate, Moderately Aggressive, Aggressive) that are tailored to a client’s risk tolerance and periodically rebalanced, and it may supplement core models with customized satellite positions. Coign uses a mix of fundamental, technical and cyclical analysis, employs techniques such as options, short sales and margin when appropriate, and may engage third‑party money managers to implement portions of client portfolios; managed accounts are reviewed at least quarterly and Iliad accounts at least annually. Noteworthy features relative to many peers include the firm’s involvement with private fund activities — it serves as managing manager of an affiliated fund and has a consultant relationship with an external fund sponsor, arrangements under which the firm or its principals receive portions of the sponsor’s fees and carried interest and which the brochure says are disclosed and mitigated. The firm also operates the Iliad platform in partnership with a third‑party custodian/execution provider and refers clients to a technology‑based estate‑planning platform, creating additional third‑party relationships and potential conflicts that are addressed in its disclosures.

To learn more about the advisors currently working at Coign Capital Advisors 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.