Founded in 1999, Kagan Cocozza Asset Management, LLC is a privately owned, independent Registered Investment Advisor (RIA). The firm specializes in creating and managing sophisticated, customized investment portfolios designed to preserve and grow the capital of its clients, who primarily consist of high-net-worth individuals, families, and foundations. Their investment philosophy emphasizes a disciplined, long-term approach, focusing on rigorous research and risk management to meet the unique financial objectives of each client.

Founded in

United States