Cooke Financial Group
Cooke Financial Group is a renowned financial firm offering comprehensive financial planning and wealth management services to individual and institutional clients, as well as for nonprofit organizations, corporations, retirement plans, and trusts. It provides a disciplined, tactical approach that goes beyond traditional portfolio theory to generate greater value for clients.
PREMIUM SERVICES
Private Wealth Management
Private wealth management consulting that considers your entire net worth
Strategic Investment Process
Strategic investment process that has been time-tested through multiple market cycles
Independent Money Management
A rigorous process to select from hundreds of independent money management firms
Specialized Client Solutions
Seeking out best-in-class service providers and custodians to suit individual client needs
Family Office Resources
Tax and family office resources for comprehensive financial life management
Portfolio Monitoring
Portfolio monitoring that incorporates quantitative and qualitative performance analysis
Differentiated Client Experience
Proactive relationship management and enriching client culture