Coons Advisors is an independent 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 seasoned financial professionals with experience in the financial services industry averaging more than 25 years.
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 and has offices in Columbus, Ohio and Naples, Florida. We managed approximately $150 million in assets as of June 30, 2012 for clients in 12 states.