How We Work

We are Butensky & Cohen Financial Security, Inc., and as registered investment advisors we are hands-on managers of assets for individuals, corporations and trusts. We construct portfolios consisting of both stocks and bonds with an emphasis on preservation of capital. Additionally, we provide consultation for financial, estate, and retirement planning.

Partners2011

Our methods are different.

We’re an independent firm. We’re not stockbrokers and we’re not a franchise. We have no product inventory. We charge no commissions. We make no markups, and we earn no income from your transactions. We’re not beholding to brokerage firms, or anyone—except you.

Your assets are protected.

You will never write a check to Butensky & Cohen. Why? Because all of your assets are held by a third-party. Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, is the custodian of your account. Pershing provides on-line services for account administration, operational services and reporting, and other relevant support.

Butensky & Cohen is solely responsible for the investment advice rendered. Our practices are 100% transparent, and we review your account frequently to ensure it’s performing to your expectations.

We’re vigilant and focused on the markets to ensure you reach your goals and objectives. We’ve engaged a third-party custodian with unequalled experience to administer your account, and we’ve all but removed the potential for conflicts of interest from brokers, vendors or other middle-men.

Talk to us about our performance.

We’ve built our business on referrals. The longevity of our clients speaks to their level of satisfaction. Learn more about how Butensky & Cohen can help you reach your financial goals. Call us today at 800.893.2324 to schedule a private, no obligation meeting. We can meet by phone, in person at our Ponte Vedra Beach office, or video-chat online.

Interview: Ponte Vedra Recorder

It's a tale of woe Jan D. Butensky and Allan A. Cohen hear time and again.

"We can't go anywhere without running into people who can't sleep because the stock market devastated their investments," they both say.

Indeed, the namesakes of Butensky & Cohen Financial Security, Inc. in Ponte Vedra Beach undoubtedly could turn what they've heard into a killer script for a disaster novel, sell the rights, collect the royalties and retire.

...Except their calling in life is not their own financial security, but their clients'.

Interview: The Planner

In this issue Allan Cohen, CFP, and his partner, Jan Butensky share their philosophy and concepts of financial planning with THE PLANNER. Both earned accounting degrees at Jacksonvile University and after practicing their accounting discipline, joined Prudential Securities. They moved from retail to portfolio management with Prudential and after working together a short ten years, moved from Prudential to the formation of Butensky & Cohen Financial Security, Inc. Outside the office, Allan cycles, in fact, competes every year in the MS 150. Jan confesses that he gets his money's worth, in terms of strokes, on the golf course.