A complete list of active advisors currently associated with Cozad Asset Management Inc

Warmer can help you find a great advisor at Cozad Asset Management Inc or one who fits your needs even better.

Cozad Asset Management advises individuals, trusts, charitable organizations, municipal retirement plans, corporations, investment companies and employer retirement plans, offering continuous portfolio management, financial and estate planning, and insurance consultation. The firm also provides investment management through Unified Managed Accounts and Separately Managed Accounts and acts as a sub‑adviser and model provider to other firms and platform providers. The firm’s investment approach emphasizes diversification, disciplined buy/sell decisions, and tailoring portfolios to client goals, with the majority of assets managed on a discretionary basis (97.2% as of 12/31/25). Cozad maintains several model portfolio strategies and supplies composite models to platform providers and other advisers for UMA/SMA implementations, where model performance and allocations drive the managed accounts selected by advisors or clients. Distinctive features include ownership of Managed Tax Services, LLC, which provides tax preparation and bookkeeping services and creates an integration between advisory and accounting-related offerings, and the fact that the company and some employees hold insurance agent appointments and provide insurance consultations. The firm disclosed an SEC order relating to past mutual fund share class selections and has since converted clients to lower‑cost share classes, updated policies and procedures, and ceased collecting 12b‑1 fees.

To learn more about the advisors currently working at Cozad Asset Management Inc, 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.