Cohen & Richardson

Cohen & Richardson, based in El Segundo, CA, offers innovative investment solutions through their partnership with Betterment, focusing on low-cost, globally-diversified ETF portfolios with no management fees. Their approach combines passive strategies with active management to optimize returns and minimize risks for clients, ensuring a tailored investment experience.

The firm's Trinity Portfolio strategy incorporates global market exposure, value and momentum weightings, and active trend-following, designed to cater to individual goals and risk tolerances. By prioritizing low fees and personalized service, Cohen & Richardson empowers clients to keep more of their wealth where it belongs—in their pockets.

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