A complete list of active advisors currently associated with JECohen & CO., LLC
Warmer can help you find a great advisor at JECohen & CO., LLC or one who fits your needs even better.
JECohen & Co. provides discretionary and non‑discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates, foundations, pension plans, other institutions, and small businesses. The firm also serves as investment manager to pooled investment vehicles and private funds, and its offering documents allow for side letters and investor qualifications consistent with accredited and qualified client standards. The firm follows a value‑oriented, bottom‑up fundamental approach rooted in the Graham and Dodd tradition, seeking opportunistic allocations into undervalued or distressed securities with a primary emphasis on capital preservation and a long‑term time horizon. Portfolios may be concentrated and the adviser may use margin borrowings in separately managed accounts and fixed‑income strategies where applicable, with investments drawn from a range of asset classes when dislocations present opportunities. Compared with many team‑based advisers, JECohen’s combination of direct management of private pooled vehicles, affiliated fund managers (JECohen Ventures and related entities), and a stated internal policy to avoid charging a separate advisory fee for assets placed in its funds is noteworthy and creates particular conflicts that the firm discloses and seeks to mitigate. The firm manages roughly $77.8 million for about 242 clients and maintains an institutional custodial relationship that supports both its separate account management and its fund administration arrangements.
To learn more about the advisors currently working at JECohen & CO., 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.
You can also browse JECohen & CO., LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Havertown, PA
| 0
| |
New Orleans, LA
| 17
| |
New Orleans, LA
| 2
| |
Havertown, PA
| 25
| |
New Orleans, LA
| 4
| |
New Orleans, LA
| 2
| |
New Orleans, LA
| 1
|
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