Investment Services, Dana Kohut
Mr. Dana C. Kohut
Dana Kohut LLC (Private Practice)
I have the pleasure of providing service to wonderful people
I hope that you, your family, your friends, and your business are all doing well, but if you need some help, maybe I can be of service.
I provide investment services. I take my client's money, invest it wisely on their behalf, and over time, they reap the benefits. Pretty simple.
An example: Annual investments of $5,000 invested with me over the past twenty five years would have grown to $3,404,264 tax free.
If $3,404,264 isn't large enough, then you should probably consider investing elsewhere. This is based on value investing (non-speculative) and is not a guarantee of future earnings, but then again, there is no reason why you should expect less. I am simply speaking about the past and the future is not guaranteed, but I would like to think it is a good estimate. It is the one I personally use when working with my own portfolio.
Fees: 1% annually of total portfolio value, valued as of January 2nd of the current year.
Having a personal accountant, with a background in accounting, tax, and investing, who watches over your families financial wellbeing, can be priceless.
I like people and I have been providing services for the same families for decades. My clients are wonderful people. If you are looking for something more than your local investment firm, then maybe we have a future together. Whatever you chose to do, I wish you the very best in your future.