Cohen Investment Advisors LLC
Cohen Investment Advisors LLC is an independent registered investment adviser headquartered in Bedford, New Hampshire. Founded in 2011, the firm manages assets for individuals, high-net-worth individuals, and pooled investment vehicles. With approximately 7-8 employees, Cohen Investment Advisors provides customized portfolio management, financial planning, and investment advisory services to its clients.
Investment Strategy
Cohen Investment Advisors LLC employs a diversified investment strategy focused on long-term capital appreciation for individuals and pooled investment vehicles. The firm manages discretionary portfolios primarily consisting of individual equities, including large-cap U.S. stocks such as AAPL, LLY, MSFT, AMZN, and others, as well as allocations to pooled real estate funds. The approach emphasizes personalized, client-centric asset allocation based on financial goals, risk tolerance, and market conditions, blending active management of securities with long-term investment perspectives.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 5.32% | $11.0M | 43,043 | $143.75 | $254.63 | +$2.0M |
M MSFT | MICROSOFT CORP | 4.59% | $9.5M | 18,251 | $271.02 | $517.95 | +$448.0K |
L LLY | ELI LILLY & CO | 4.02% | $8.3M | 10,845 | $319.45 | $763.00 | -$195.6K |
A AMZN | AMAZON COM INC | 3.77% | $7.8M | 35,378 | $160.50 | $219.57 | +$109.5K |
M META | META PLATFORMS INC | 3.69% | $7.6M | 10,364 | $276.65 | $734.38 | -$45.1K |