Investment Management

JECohen works with individual and institutional investors to make a long-term impact for their families, participants, and organizations.

Value Approach & Discipline

JECohen’s range of traditional and alternative investment strategies are designed to meet each institution’s unique needs by adhering to a disciplined value approach.

Traditional Investment Strategies

We offer a focused scope of traditional investment strategies spanning the risk and return spectrum to facilitate growth for families and institutions.

Value Equity Strategy

Flagship Equity Portfolio

Diversified Equity Income Strategy

Balanced Portfolio

Capital Preservation Strategy

Municipal Bond Portfolio, Taxable Investors Only

Alternative Investment Strategies

JECohen serves investors with innovative, supplemental strategies that create income, increase returns, and diversify investments.

Real Estate

Real estate investment opportunities that deliver significant returns and stronger neighborhoods.

Venture Capital

Seed and early-stage investments that support exceptional founders and companies.