While clients need to preserve their wealth, we also want them to grow their wealth. 

We believe that stocks, bonds and mutual funds are best used for wealth preservation since their performance is capable of outpacing taxes and inflation if properly allocated and actively supervised over time.  However, we believe that wealth building requires clients to include income and development real estate, as well as private equity investing in their portfolios.

Integrating real estate along with the more traditional stock and bond investments can drive strong performance during all market cycles.  The Coggins Company holistically provides Asset Management expertise in, and access to, both real estate investments and stock and bond management.  Asset allocation will always be our tool for matching volatility with expected return. Having a reasonable, yet sophisticated investment discipline is a trademark and non-negotiable.
 
We begin the investment management process by guiding new clients through a discussion to define your major life goals, your current resources, your feelings about risk and your true investment goals. The result of this process is a personal, written Vision Statement and a Plan Implementation Matrix (PIM), which describes why you are investing and how funds will be allocated to achieve specific goals.  Your PIM will serve as a roadmap as we work to achieve your financial goals – it will serve as a record of the course we set and allow us to mark progress against specific milestones over time.
 
By combining our core investment management services with holistic life coaching, The Coggins Company is the only advisor who can align your major life goals, your current investment and tax structure with your unique future vision, while adapting to changing economic and market conditions through the use of all asset classes including the power of investing in real property.