How Kohera Can Help With Your Investment Objectives


What is Kohera?
What is Kohera’s approach?
How does Kohera make money?
Why should you choose a Kohera account over a mutual fund?


What is Kohera?

Kohera is a private, discretionary investment advisor
providing portfolio management to high net worth
individuals and institutions. The company is not a
broker/dealer and derives no revenue from transaction charges.


What is Kohera’s approach?

Kohera believes investment strategies can cycle in and
out of favor. As a result, we use a variety of original,
quantitative strategies to dynamically managing client
assets over time. We are committed to continuous
research to help us understand markets in ways not
yet realized.


How does Kohera make money?

Kohera charges a management fee based on a
percentage of assets under management. This assures
that the firm's incentive is to perform well and keeps
our interest directly aligned with our clients'
investment objectives.

Many investment advisors are commission-based,
which may lead to excessive turnover. Not Kohera.
Our fees are more cost efficient than many other
alternatives available to individual investors.


Why should you choose a Kohera account over a mutual fund?

Mutual funds are a pooling of many investors' assets.
Each investor's objectives and circumstances are
presumed to be identical, which is seldom the case.
A key benefit to a Kohera account is the ability to
structure a portfolio according to specific needs.
Issues such as concentrated positions, tax situations
and income needs can easily be addressed.

For more information about the benefits of a Kohera account,
please contact us at 212-289-2900.
We will be happy to discuss your specific situation.