We are a hands-on, fee-only, registered investment advisor, managing assets for individuals, corporations and trusts. Fee-only means no mark-ups, no commissions, and no product sales; just personalized, professional service for a predetermined amount, with no worries of ambiguous fees or conflicts of interest. We understand that everyone’s financial situation is unique and have created a time tested investment strategy that can be tailored to suit our clients’ needs and manage risk through asset allocation. We construct portfolios consisting of both stocks and bonds with an emphasis on preservation of capital. Additionally, we provide consultation for financial, estate, and retirement planning.
Our client service model:
We are dedicated to quality service. Close personal contact and attention to detail are the fundamental ingredients toward achieving this goal. At the same time we are constantly aware that integrity and ethics must be the foundation of this relationship. It is our desire to give our clients the same kind of service that we would want for ourselves. Our goal is to earn your trust and confidence in our ability to satisfy your financial needs for many years to come.
Our investment philosophy:
We manage risk for our clients through asset allocation. Everyone is different. Based on our client’s feelings in tandem with our advice and experience, we arrive at an asset allocation that allows our clients to sleep at night.We are proactive in our investment strategy using a proprietary model composed of primarily individual stocks and bonds. Our approach is one hundred percent transparent because we know the more our clients understand what it is we do, the more trust and confidence they will have that their money is being managed properly. To have a good financial plan for their future, people must have assets that are well managed and protected.
Jan Butensky, Founder/President
Jan Butensky graduated from Jacksonville University with a B.S. in Accounting in 1975, and held corporate accounting positions until 1981, when he left accounting to pursue a career as a financial advisor. After associating himself as a Vice-President and branch manager of a local regional brokerage firm, he joined Prudential Securities in 1985, where he was Vice President-Investments. In 1990, Jan graduated from the Prudential Securities Investment Management School. It was during Jan’s & Allan’s experiences at Prudential Securities that they learned and perfected the techniques of investment management.
Allan Cohen, CFP®, CPA, Founder/Managing Director
Allan Cohen graduated from Jacksonville University in 1970 with a B.S. in Accounting and went on to work as a CPA, adding an advanced certificate in Federal Gift and Estate Taxation. In 1983, he sold his CPA practice and became a Certified Financial Planner in order to pursue his dream to assist people with their finances. Allan believes investing means buying companies, not stocks, and investing with the strict discipline that Butensky & Cohen developed. The results will be rewarding to your future and allow you to get a good night’s sleep without worrying over how your money is invested. Allan holds memberships with the Florida and American Institute of Certified Public Accountants and the Institute of Certified Financial Planners.
Jacqueline Bos, CCO, Chief Operations Officer/Stockholder
John Murphy, CFP,® Investment Manager/Stockholder
Thomas Ellis, Wealth Manager
Deborah Halpin, Client Service Manager
Mollie Stafford, Marketing Coordinator
Sean Guldi, Assistant Investment Manager
Adam Oerther, Assistant Investment Manager
Lisa LaBelle, Administrative Assistant
*Pershing LLC (a subsidiary of Bank of New York Mellon Corporation) is our third party custodian and is a member of the Securities Investor Protection Corporation (SIPC®).
The Butensky & Cohen Building: 110 Professional Dr., Ste. 101, Ponte Vedra Beach, FL 32082 • 904.273.9850 butenskycohen.com