Cowdell Investments, LLC

Overview

Cowdell Investments, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management and pension-consulting services. The firm favors publicly traded equities—both exchange-traded funds and single-stock positions—as the core of client portfolios, and complements those holdings with traditional products such as mutual funds and annuities. Fee arrangements are flexible: the firm charges a percentage of assets under management and can also use hourly, fixed-fee, or commission-based structures depending on client needs. Investment activity skews toward liquid, listed instruments, which supports quick rebalancing and tax-aware portfolio management. At the same time Cowdell Investments deploys a range of alternative allocations — including private placements, real estate, commodities and oil & gas — to add income and diversification for clients willing to accept illiquidity and complexity. The firm is also active as an insurance broker and distributor of other financial products, which interfaces with its use of annuities in client solutions.

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Public Holdings

Investments & Alternatives

Location & Offices