J. Evans

J. Evans serves as Portfolio Manager and Investment Adviser at Cozad Asset Management, Inc., based in Champaign, Illinois. In this role since June 2000, Evans is responsible for managing client investment portfolios and delivering tailored investment advice that aligns each client’s financial goals, risk tolerance, and long-term objectives. As part of Cozad’s advisory team, Evans helps develop and implement bespoke investment strategies for individuals and families.

Evans focuses on a broad range of asset classes and strategies, including individual stocks, bonds, ETFs, mutual funds, and options. He is well-versed in specialized equity strategies offered by Cozad Asset Management, such as Large Cap Core, Enhanced Index, and US Equity Income portfolios, which emphasize value, growth-at-a-reasonable-price, smart-beta, and dividend income approaches. These strategies involve sector weighting and in-depth financial analysis to achieve diversified, client-specific investment outcomes.

Over his extensive career at Cozad Asset Management, Evans has contributed to strengthening long-term client relationships and upholding the firm’s fiduciary standards. While no specific education data is available for Evans, his long tenure and portfolio management expertise demonstrate deep knowledge in both traditional and tactical asset allocation. Evans’ significant achievement lies in his ongoing stewardship of client portfolios and his role in delivering customized, competitive investment solutions across multiple asset classes.