Wealth Strategies for All Market Conditions

When a widow inherited $5 million, she thought it was prudent to let a life insurance representative determine how to invest her money. Disappointed with the results, she turned to New York-based Cozzene Advisors for fresh ideas.

“We analyzed her portfolio and found the insurance salesman had put her in too many high-risk investments,” says Lewis Gelbman, MBA, RIA, RCB, principal of Cozzene Advisors. “We diversified the portfolio with an emphasis on managed futures. Now she is getting solid, consistent returns, with lower risk.” …Read More →

Opportunistic Investing: Finding the 
Intersection of Favorable Macro Conditions 
and Attractive Valuations

Steven Kaczmarek is, to put it gently, unimpressed with the state of today’s economy. Slow economic growth is with us to stay, and that makes equities a less valuable investment than at any time in the past generation, Kaczmarek and his team believe. To them, it is essential in this environment to think outside the (style) box and invest opportunistically wherever favorable macro conditions and attractive valuations intersect. …Read More →

Clients’ Core Values Guide Planning Process

When a financial plan is personally meaningful, clients are more motivated to succeed. So says Graef Financial Group founder Robert E. Graef, CFP®, ChFC®, CRPC®, whose mission is to help clients identify what they care about most and plan accordingly. Prior to establishing his own financial services firm in 2000, Graef spent nearly 20 years in the investment world; with his career move came an equally important transition. As skilled as Graef was at leveraging assets, the people who had worked hard for them—successful business owners, executives, professionals and retirees—would now be his principal focus. …Read More →

Siller & Cohen Family Wealth Advisors
For the 10th consecutive year, a member of Siller & Cohen has been recognized by Barron’s as one of the top independent investment advisors in the country.

Helping our clients to identify and crystallize their financial goals and objectives – and then doing everything in our power to help them achieve those goals – is how we measure success. We are a boutique family wealth advisory firm that has been providing comprehensive financial solutions to high-net-worth families and business owners for 25 years. …Read More →