About Illini Wealth

Skip Heaver, CFA, CFP ®, B.S. '05

Ron Kiddoo, CPA, B.S. '64, M.S. ‘65

For more than 50 years, the University of Illinois Alumni Association has offered valuable services to its members. It is pleased to have chosen Cozad Asset Management, Inc. as its affinity partner to offer highly personalized investment management, investment portfolios, financial planning and other services to University of Illinois alumni. Cozad Asset Management, Inc. has enjoyed a long-standing connection with the University of Illinois with many of its principals, associates and clients counted among its alumni. Illini Wealth, a program of Cozad Asset Management, Inc., was established in 2014 to serve the wealth management needs of Illinois alumni, regardless of where they live or where they are in their life’s journey.

Founded in 1972, Cozad Asset Management, Inc. provides the highest quality professional and personalized financial services and advice to individuals, families and institutional investors throughout the country. Its client-focused approach allows Cozad professionals to fully understand each client’s personal financial situation and to satisfy individual financial objectives and achieve long-term goals. Many clients find Cozad’s specialized composites to be excellent additions to their portfolios.

  In June 2014, Cozad Asset Management, Inc. was named to the inaugural 2014 Financial Times Top 300 Registered Investment Advisors (RIA) list and also earned the distinction in 2015 and 2016.

The 2016 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2016). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.



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Visit our Mutual Fund Website at: www.cozadfunds.com