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Home > Financial Services > Stock Brokers > J. Koza Investments, Inc.
J. Koza Investments, Inc.
J. Koza Investments, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
John Koza and Jack Phillips have an aggregate of over 85 years of experience in virtually every aspect of real estate. They bring that expertise to bear in working with their clients to create customized solutions to meet their needs.
The Company offers its clients two basic services such as strategic & organizational consulting and capital raising. Major components included are Business Strategy In sessions that are typically held off site for a day or more, Koza Partners works with clients to validate or modify the strategies by which their firms intend to achieve future success.
The principals provide capital raising services through J. Koza Investments, Inc., an NASD Broker/Dealer and affiliate of Koza Partners. Capital Formation and Investment Banking where they have been involved in the development of a new product or service, Koza Partners may assist in raising capital for that product or service.
Organizational Change is often external market shifts or strategy redirections require a complete examination of the execution capabilities of a firm. Koza Partners can assist firms in refashioning the construct as well as staffing key positions to meet new demands.
Product Design is once a firm decides to fulfill a new investor need or capitalize on a new market opportunity, a new product or service may be required. Koza Partners works as part of the client's team to create the product and determine the most effective way to communicate and sell it.
Koza Partners LLC serves the strategic planning, organizational structure and capital formation needs of the real estate industry.
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