Sequoia Financial Group
Sequoia Financial Group is Cohen & Company's preferred financial services provider. An SEC registered investment advisor, Sequoia offers a comprehensive array of services in the areas of financial planning, estate planning, asset management, retirement plans, family office, insurance and group benefits. Sequoia is a separate company with common, but not identical, ownership to Cohen & Company.
For more information visit sequoia-financial.com or call 330.375.9480.
Cohen Fund Audit Services
Cohen Fund Audit Services is a specialty audit and tax practice focused exclusively on the investment industry. Our services include mutual fund audits, fully disclosed brokerage audits, hedge fund and investment partnership audits, specialized industry tax consulting and preparation, and global investment performance standards (GIPS®) verification.
For more information visit cohenfund.com or call 440.835.8500.
Cohen Capital Advisors
Cohen Capital Advisors, Ltd. provides corporate finance services to privately-held, middle market companies
with sales of $10 to $100 million. The firm provides a broad range of services, including buy-side and sell-side representation for mergers and acquisitions, capital-raising assistance, and exit and succession strategy planning. Securities offered through SFI Capital Group, LLC, Member FINRA Member SIPC, and an affiliate of Cohen Capital Advisors, Ltd. and Cohen & Company, Ltd.
For more about Cohen Capital Advisors or call 216.774.1100.