We manage investment portfolios for individuals, families and charitable organizations. Our portfolio managers design and manage investment strategies, crafted to achieve the unique objectives of each client. Most portfolios are a balanced mix of stocks and bonds.
Our commitment to fewer clients for each portfolio manager allows us to create and manage truly customized client portfolios.
Founded in 2003, the firm is owned and operated by financial professionals averaging more than 25 years of experience.
Coons Advisors has offices in Columbus, Ohio, and Naples, Florida. As of December 31, 2015, the firm managed over $328 million in assets for clients in 19 states.