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Based in Philadelphia, PA and operating throughout the United States, Kagan Cocozza Asset Management (KCAM) is a registered investment advisor founded by experienced industry professionals serving high net worth, trust, foundation and institutional clients.

The hallmark of KCAM's investment philosophy is robust management of the risks inherent in financial markets. KCAM manages risk by utilizing low cost and conservative investment techniques beyond mere asset allocation across cash, fixed income and/or equities markets in highly customized portfolios.
  • Financial Planning
  • Portfolio Management
  • Cash Management
  • Insurance
  • Long Term Care
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