About Us

Monitoring Services

Portfolio Monitoring LLC works with investors including: Native American Tribes, institutions, trusts and family offices to monitor their investment portfolios. Professor Hugh Cohen and his team break down the complexities of financial investments and help clients understand the risks and potential performance of their portfolios on an ongoing basis. Our firm works closely with clients to help them understand:

Their investment goals and investment guidelines
The regulatory history of their financial advisor
Transfers of money and investments into and out of their portfolio
The complete picture of their commissions, fees, and the trading efficiency of their portfolio
The schedule of dividend and interest payments and their receipt
Portfolio risk which might otherwise be hidden
Portfolio performance

Portfolio Monitoring LLC

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Professor Hugh Cohen, Founder

For more than 2 decades, Professor Cohen has lectured at the Goizueta Business School at Emory University and analyzed investments as a testifying expert witness/consultant multiple times for each of the following regulatory agencies:

Delaware Insurance Commissioner
Federal Bureau of Investigation (FBI)
Internal Revenue Service (IRS)
Securities and Exchange Commission (SEC)
United States Attorney's Office

Prof. Cohen's previous regulatory retentions were typically after significant investor losses. His motivation in founding Portfolio Monitoring LLC resulted from a desire to help investors avoid losses from unknown fees or risks. We bring comprehensive portfolio oversight to investors to help them understand their securities and make informed investment decisions.