About COHEN & STEERS CAPITAL MANAGEMENT INC.
COHEN & STEERS CAPITAL MANAGEMENT INC. is a leading financial management firm that provides expert advice and services to a diverse client base. With decades of experience in the industry, the firm has established a strong reputation for delivering excellent results and meeting the financial needs and goals of their clients.
How does the advisor help clients – Key Takeaways:
- COHEN & STEERS CAPITAL MANAGEMENT INC. offers comprehensive financial planning services to their clients.
- They have a team of experienced and knowledgeable financial experts who can provide sound advice and guidance.
- The firm employs a disciplined investment approach to help clients achieve their financial goals.
- COHEN & STEERS CAPITAL MANAGEMENT INC. is committed to providing personalized solutions tailored to each client’s unique needs and objectives.
Facts and Insights
COHEN & STEERS CAPITAL MANAGEMENT INC. has been in business for over 35 years, providing top-notch financial advisory and management services to their clients. They have over $70 billion in assets under management, making them a highly reputable and trusted firm in the industry. Additionally, the firm has a team of over 200 financial advisors who are experts in their respective fields, providing clients with a wide range of knowledge and expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $70 billion+ | 200+ | 35+ |
Financial Services Offered
- Financial planning and management
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types
COHEN & STEERS CAPITAL MANAGEMENT INC. caters to a diverse range of clients, including individuals, families, businesses, and institutions. Their services are tailored to meet the unique needs and goals of each client, regardless of their financial situation or background.
Fees & Compensation
COHEN & STEERS CAPITAL MANAGEMENT INC. operates on a fee-based model, meaning their compensation is based on a percentage of the assets they manage for their clients. This structure aligns the interests of the firm with the best interest of their clients, as the firm’s success is directly tied to the success of their clients’ investments.
Background
The founders of COHEN & STEERS CAPITAL MANAGEMENT INC., Martin Cohen and Robert Steers, established the firm in 1986 with the goal of providing top-quality financial management services to their clients. Today, the firm continues to uphold this mission, serving as a trusted partner and advisor for their clients’ financial needs.
Financial Advisor Disclosures to Know
COHEN & STEERS CAPITAL MANAGEMENT INC. is a registered investment advisor and is required to disclose any potential conflicts of interest or disciplinary actions. Clients can easily access this information through the firm’s Form ADV, which is available on their website or upon request.