How does the advisor help clients – Key Takeaways:
COHEN & STEERS CAPITAL MANAGEMENT INC. is a leading financial advisor that specializes in providing expert financial management services to their clients. They offer a wide range of financial services that assist clients in achieving their financial goals. The firm has a team of experienced professionals who leverage their knowledge and expertise to develop personalized financial plans for their clients. Below are some key takeaways of how COHEN & STEERS CAPITAL MANAGEMENT INC. helps their clients:
- Provides expert financial advice
- Offers a wide range of financial services
- Develops personalized financial plans
- Empowers clients to achieve their financial goals
Facts and Insights
COHEN & STEERS CAPITAL MANAGEMENT INC. is a trusted name in the financial industry. With over 35 years of experience in the market, they have a deep understanding of the ever-changing financial landscape. The firm has been consistently recognized for their exceptional performance and expertise, which makes them a preferred choice for clients seeking financial management services. Some notable facts and insights about COHEN & STEERS CAPITAL MANAGEMENT INC. include:
- Founded in 1986
- Over $75 billion in assets under management
- Over 500 employees
- Over 275 financial advisors
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| 1986 | $75 billion | 275+ | 35+ years |
Financial Services Offered
COHEN & STEERS CAPITAL MANAGEMENT INC. offers a comprehensive range of financial services to help clients grow and protect their wealth. The firm believes that each client has unique financial needs and goals, which is why they offer personalized financial solutions. Some of the key financial services offered by COHEN & STEERS CAPITAL MANAGEMENT INC. include:
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Education planning
- Risk management
Client Types
COHEN & STEERS CAPITAL MANAGEMENT INC. caters to a diverse clientele, including high-net-worth individuals, families, corporations, and institutions. They work closely with each client to understand their unique financial goals and develop tailored strategies to meet their needs. The firm has a proven track record of helping clients achieve financial success, regardless of their client type.
Fees & Compensation
COHEN & STEERS CAPITAL MANAGEMENT INC. believes in transparency when it comes to fees and compensation. They offer a fee-based compensation structure, which means that they are compensated through a percentage of assets under management. This ensures that their interests are aligned with those of their clients and motivates them to deliver the best possible results. The firm also discloses all fees and expenses to their clients upfront to avoid any surprises.
Background
COHEN & STEERS CAPITAL MANAGEMENT INC. was founded in 1986 by Martin Cohen and Robert H. Steers. The two founders had a vision to create an investment firm that focused on real estate securities. Today, the firm has grown to manage over $75 billion in assets and offers a wide range of financial services. COHEN & STEERS CAPITAL MANAGEMENT INC. is committed to delivering excellence in financial management and helping their clients achieve their financial goals.
Financial Advisor Disclosures to Know
Before choosing a financial advisor, it’s essential to know about their disclosure history. COHEN & STEERS CAPITAL MANAGEMENT INC. has a clean disclosure record with no disciplinary actions or criminal charges. They always prioritize their clients’ best interests and conduct business with the utmost integrity. This makes them a trustworthy and reliable partner for clients seeking financial management services.