WELCOME TO COHNE INVESTMENT GROUP, a subsidiary of Cohne Holdings LLC

We are a portfolio management consulting firm that provides customized research and portfolio consulting services to investment advisers and institutional investors. With the use of proprietary research techniques developed by Cohne Investment Group, we can create actively managed model portfolios using stocks, mutual funds and ETFs.

Portfolio Management

If you are an investment adviser looking for a new strategy or would like to spend more time on client service and outsource your portfolio management, please consider our Portfolio Licensing program. We offer various model portfolios that we actively manage using quantitative and qualitative research processes.

Visit our Adviser page for our current list of portfolio strategies.

Returns for Cohne Investment Group Portfolios can be found here.

Please note that we are not currently a registered investment adviser, so we cannot provide specific investment advice tailored to your individual clients.

Traditionally Managed Mutual Fund Portfolios

We offer managed mutual fund portfolios based on 3 factors:

• Macroeconomic Evaluation
• Fundamental Research
• Quantitative Analysis

Available Models:

• Aggressive Growth
• Growth
• Growth & Income
  
• Income

* We can also provide all four models per a specific fund family. So if you're an adviser that only invests in one mutual fund family, we can create all four models using

only funds from that family. 

Global Tactical Asset Allocation ETF Portfolios

Cohne Investment Group specializes in Global Tactical Asset Allocation (GTAA). Our GTAA strategy uses proprietary algorithms to find assets that offer the best chance of appreciation. We currently manage six different GTAA strategies:

• Tactical Global Alpha
• Tactical Asset Allocation
• Tactical International
• Tactical US
• Tactical Aggressive Alpha
• Tactical CTA (Commodity Trading)

Equity Portfolios

• Long Only Value Portfolio
• Long-Short Portfolio

Mutual Fund Reports

Take advantage of our mutual fund research capabilities. We can build customized research reports for any type of mutual fund (load or no load and equity or fixed income) or fund family. We examine manager tenure, expense ratio and past performance in both bull and bear markets to give you a buy or sell rating and an objective review of a fund or list of funds that you may be interested in.

Stock Reports

We now offer single stock research reports. We will analyze a company's financial statements to give you an unbiased review (and a buy or sell rating) of stocks that you may be interested in. 

Second Opinion Consulting for Investors

For a fee, we can offer you a second opinion on your portfolio. Whether your an individual investor managing your own portfolio or a client of an Registered Investment Adviser (RIA), we can go through your mutual fund, ETF or stock portfolio(s) and provide you with a detailed review of your holdings. Please note that since we are not an RIA, we cannot provide individual investment advice.

Investment Banking Solutions

If you're a corporate business development manager for a mutual fund company or an investment banker working on a fund company transaction, we can provide analysis on specific fund company mutual funds and their managers to help in Buy Outs, Manager Lift Outs and Mergers and Acquisitions.

Cohne Investment Group's Quarterly Top 25 Equity Funds

We now publish a quarterly ranking of the top 25 equity mutual funds. Our rankings are based on quantitative and qualitative factors. This list is essentially a watch list of funds that could be included in various mutual fund portfolios. Pleas note that the list only represents diversified no load open ended mutual funds. That means that all sector, bond, regional and single country funds were excluded.

The list can be found here.