Cohort Five Capital Advisors
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Phone: (904) 946-0490
Email: [email protected]
Address:
841 Eagle Point Dr
Saint Augustine, Florida 32092
About Cohort Five Capital AdvisorsCohort Five Capital Advisors offers wealth management and small business consulting services.
What differentiates you from the competition?We want to make our community a better place and we care about our clients. Every client that we have has become a part of our family. We take a calculated approach to investing instead of throwing our clients portfolio loaded with ETF's.
What are your top selling services or products that your company offers?Our private equity fund along with our wealth management services are very successful. Our private equity fund for 2023 achieved 204%. Our clients in that fund are very happy.
If you had one message to get across to future customers, what would it be?Do your research first. You need to feel comfortable and trust with whom you do business with. I want my clients to have trust in me based off of my track record.
What is the biggest marketing challenge that you will face in the upcoming year?Currently, we work on a referral basis. The hardest marketing challenge is reaching people that need help. Marketing for us is very difficult because it takes a conversation usually for people to get on board.
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