Request A Consultation Menu

Investment Philosophy

Cohen Capital Management employs a “safety-first” approach to money management. Our company’s goal of above average returns is achieved through concentration and careful attention to the forces that move our holdings. The foundation of our investment philosophy is a belief that value investing generates the greatest reward while maintaining the lowest possible risk for our clients’ funds, over long periods of time.

Our focus on risk in the pursuit of profits has led to the evolution of the methodology which we use in selecting investment securities and structuring client portfolios. The conservative approach taken allows our company to be successful, and outperform other managers consistently.

At Cohen Capital Management, decisions are made based on intensive research and a deep understanding of market trends and tendencies.  Investment choices are considered with a high regard for asset security.