Our Services

Fee Based Professional Investment Management

Our primary focus is professional investment management services for acounts with minimum values of $150,000.00. Accounts are invested adhering to our long-standing discipline of purchasing only companies that have increased their dividends for ten years or more consecutively.  It is our belief that ownership in high-quality, dividend-paying companies should continue to serve investors well over the long term. 

 

Additional Services The Cohl Hosick Group Offers through Stifel: 

Annuities | Variable, Immediate, and Fixed

Cash Management | Check Writing | Debit MasterCard®

College Planning | 529 College Savings Plans | Education Savings Accounts

Common Stocks

Equity Line of Credit

Estate Planning

Exchange Traded Funds and Notes

Financial and Wealth Planning

Fixed Income Investments | Certificates of Deposit

Life Insurance (Individual and Business Policies)

Long-Term Care Insurance

IRAs | Traditional, Roth

Changes in market conditions or a company's financial condition may impact the company's ability to continue to pay dividends. Companies may also choose to discontinue dividend payments.