Cozzene Advisors Inc. – Introducing Broker, member NFA
Registered Investment Advisors
Cozzene Advisors Inc. is a full service financial planning firm. We are registered with the Commodity Futures Trading Commission as an Introducing Broker and are members of the National Futures Association. In addition we are filed with the SEC as a Registered Investment Advisory firm.
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Financial planning is built around developing your own distinct financial mission. We review your current Investment portfolio, insurance programs, retirement plans, tax returns and estate plans. From our review we develop strategies for your review and implementation that may help to reduce the risks in your portfolio and improve your returns, eliminate gaps in your insurance coverage and reduce your current costs, legally reduce tax liabilities, provide greater certainty regarding retirement lifestyle and needs and provide a plan for an efficient and cost effective transfer of your assets later in life.
Managed Futures is a name given to an existing asset class that uses the futures market as its investment tool. Commodity Trading Advisors (CTA) or Commodity Pool Operators (CPO) are money managers (registered with the Commodity Futures Trading Commission [CFTC], a U. S. Government Agency and are members of the National Futures Association [NFA], a self regulatory organization) who manage investor's assets using the commodities futures market just as a stock mutual fund manager would invest his assets in different stocks. Cozzene, working with ADM Investor Services, Inc. (ADMIS), a registered Futures Commission Merchant, provides access to an assortment of CTAs. There are numerous leading financial experts who have stated that using managed futures as a part of an individual portfolio reduces the risk level within the portfolio and generally improves the overall investment performance of the portfolio. However, you are subject to the risk of loss no matter who is managing your money.