A complete list of active advisors currently associated with Steeplechase Investments

Warmer can help you find a great advisor at Steeplechase Investments or one who fits your needs even better.

Steeplechase Investments provides discretionary portfolio management primarily to individual clients, managing a small number of accounts totaling roughly $4 million in assets. The firm focuses on direct investments in stocks, bonds and exchange-traded funds and does not participate in wrap fee programs or sell insurance or annuity products. The firm follows an active, tactical approach, shifting between capital appreciation and capital preservation based on macroeconomic views and technical analysis of chart patterns, with fundamental inputs from Investor’s Business Daily and Value Line. Portfolios are tailored to a client’s age and income needs, typically blending lower-beta dividend-paying equities and income-producing bonds while occasionally holding higher-risk positions and sector ETFs. Notably, Steeplechase charges percentage-of-AUM fees billed quarterly and provides a quarterly newsletter and detailed account reports to clients—features that are uncommon among peer firms of this type. The adviser uses block trading through a low-cost custodian, generally invests alongside clients to align interests, and does not advise or operate private funds or accept commissions or soft-dollar benefits.

To learn more about the advisors currently working at Steeplechase Investments, 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.

Name	Location	Years of experience
Edwin Cogan	Hinsdale, IL	29

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