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Mary Frances McGrath
Portföljförvaltare-Aktier på
Cozad Asset Management, Inc.
Profil
Ms. Mary F.
McGrath, CPA, is a Portfolio Manager & Investment Advisor at Cozad Asset Management, Inc. She has provided firm's clients sound financial advice for more than three decades.
Her primary focus is retirement and estate planning for high net worth individuals, including professionals, physicians, retirees, widows and divorcees.
Ms. McGrath graduated with highest honors from the University of Illinois with a Bachelor’s Degree in Accounting.
Aktiva positioner av Mary Frances McGrath
| Företag | Position | Start |
|---|---|---|
Cozad Asset Management, Inc.
 Cozad Asset Management, Inc. Investment ManagersFinance Cozad’s investment philosophy is guided by diversification, a disciplined approach to the purchase and sale of securities, and the flexibility to address each client’s goals. Portfolios are customized according to each client’s goals and objectives. The firm believes diversification is essential to reduce risk and volatility. They consider economic sectors, countries, industries and capitalization levels in selecting stocks. Cozad suggests laddering maturities and considering issues and geographic regions when selecting bonds for portfolios. | Portföljförvaltare-Aktier | 1985-01-01 |
Mary Frances McGraths utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
14
Första gradens relationer
2
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 2 |
|---|---|
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cozad Asset Management, Inc.
Cozad Asset Management, Inc. Investment ManagersFinance Cozad’s investment philosophy is guided by diversification, a disciplined approach to the purchase and sale of securities, and the flexibility to address each client’s goals. Portfolios are customized according to each client’s goals and objectives. The firm believes diversification is essential to reduce risk and volatility. They consider economic sectors, countries, industries and capitalization levels in selecting stocks. Cozad suggests laddering maturities and considering issues and geographic regions when selecting bonds for portfolios. | Finance |
