Coons Advisors is an investment manager registered with the Securities and Exchange Commission that manages investment portfolios for individuals, families and charitable organizations. The firm is owned and operated by financial professionals averaging more than 25 years of experience.

 

Our investment professionals implement customized investment strategies designed to achieve the unique objectives of each of our clients, including preservation of capital, income and growth in income, and capital appreciation. We communicate with our clients through quarterly written reports on the investment outlook and strategies and in private meetings.

 

Coons Advisors was formed in 2003 in Columbus, Ohio. As of December 31, 2013, we manage approximately $250 million in assets for clients in 16 states.