![Mary Frances McGrath](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mary Frances McGrath
Gestionnaire de Portefeuille-Actions chez
Cozad Asset Management, Inc.
Profil
Ms. Mary F.
McGrath, CPA, is a Portfolio Manager & Investment Advisor at Cozad Asset Management, Inc. She has provided firm's clients sound financial advice for more than three decades.
Her primary focus is retirement and estate planning for high net worth individuals, including professionals, physicians, retirees, widows and divorcees.
Ms. McGrath graduated with highest honors from the University of Illinois with a Bachelor’s Degree in Accounting.
Postes actifs de Mary Frances McGrath
| Sociétés | Poste | Début |
|---|---|---|
Cozad Asset Management, Inc.
 Cozad Asset Management, Inc. Investment ManagersFinance Cozad’s investment philosophy is guided by diversification, a disciplined approach to the purchase and sale of securities, and the flexibility to address each client’s goals. Portfolios are customized according to each client’s goals and objectives. The firm believes diversification is essential to reduce risk and volatility. They consider economic sectors, countries, industries and capitalization levels in selecting stocks. Cozad suggests laddering maturities and considering issues and geographic regions when selecting bonds for portfolios. | Gestionnaire de Portefeuille-Actions | 01/01/1985 |
Formation de Mary Frances McGrath
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
9
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cozad Asset Management, Inc.
Cozad Asset Management, Inc. Investment ManagersFinance Cozad’s investment philosophy is guided by diversification, a disciplined approach to the purchase and sale of securities, and the flexibility to address each client’s goals. Portfolios are customized according to each client’s goals and objectives. The firm believes diversification is essential to reduce risk and volatility. They consider economic sectors, countries, industries and capitalization levels in selecting stocks. Cozad suggests laddering maturities and considering issues and geographic regions when selecting bonds for portfolios. | Finance |
