The Cossé Client

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Our clients are discriminating investors who appreciate the active approach we take to investing and who enjoy being informed partners in working to grow their portfolios. The majority of our clients are individual investors (or companies with fewer than 50 employees) for whom we manage IRA, 401(k), taxable and tax-free money. We help these clients develop long-term plans for all their assets including securities, real estate and their businesses. When the time comes, we help them transition from their working lives into retirement and manage their wealth.

Characteristics of the typical Cossé International client:

• They know that it takes time to reach their financial goals and objectives. Their focus is long term.

• They tend to be savers rather than spenders.

• They understand the nature of financial markets as well as the characteristics of different investment types (asset classes).

• They have made the decision to turn over day-to-day portfolio choices to experienced investment professionals.

Please continue to page 2 to learn what you can expect as a Cossé client...