Bosshard Investment Management Co., LLC is a large advisory firm based in Akron. It manages $101.55 million of regulatory assets for 165 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Ohio.
Bosshard Investment Management Co. provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and consultation services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bosshard Investment Management Co., LLC is $101.55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bosshard Investment Management Co., LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Dean Douglas Kohmann has been acting as President since 1 Jul 2015. Michael Andrew Mcclary has served as the Chief Investment Officer since 1 Jan 2010. Lynn Marie Goebel joined the executive team most recently as the Chief Compliance Officer.
The principal office where Bosshard Investment Management Co., LLC performs its advisory services is located at 130 Springside Drive, Akron, OH 44333, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 330-666-6886 or by fax 330-666-6880. The normal business hours are by appointment on Other.