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Mary Frances McGrath
Portefeuillebeheerder-Aandelen bij
Cozad Asset Management, Inc.
Profiel
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.
Actieve functies van Mary Frances McGrath
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-01-1985 |
Opleiding van Mary Frances McGrath
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
14
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
