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 Strategy
Flagship Equity Portfolio
Diversified 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.