cfg-blue-logo-with-color-bull-and-registered-symbol
INSTITUTIONAL INVESTORS

Protect and grow your organization's legacy.

Leave a lasting impact for future generations.

We help create a disciplined investment portfolio that emphasizes your core principles.

Foundations and Endowments

Working with both public and private foundations and endowments, we go beyond basic portfolio management theory to make strategic adjustments aimed at long-term growth and risk management, while staying true to the mandates and objectives of each foundation and endowment.

Non-Profit Organizations

As an independent firm, we have access to a remarkable variety of investment resources for non-profit organizations, but without the conflicts of interest and added fees that can complicate wirehouse and bank relationships.

Retirement Plans

We rely on a time-tested, disciplined investment process that has enabled us to manage both corporate defined contribution plans and defined benefit retirement plans throughout our history of over 55 years.

website-image-institutional-investor-align-investment-plan-1-1

The Cooke Financial Group consulting process.

Our consulting process is designed to align your investment policy with your values.

Step 1: Evaluate Investment Policy

We work with you to uncover and understand your central goals, timelines and parameters for investing. This allows us to generate an Investment Policy Statement, which will help guide decision making going forward.

The Cooke Financial Group Difference:

Our investment policy framework addresses your organization's institutional objectives, parameters and restrictions to curate a custom investment policy.

Step 2: Develop Custom Investment Portfolio

Asset allocation is one of the most important factors in determining investment outcomes. Our team works to design an allocation strategy that aligns with your organization's needs.

The Cooke Financial Group Difference:

Our strategic and tactical asset allocation addresses your organization's unique core values and specific criteria to achieve long-term objectives.

Step 3: Execute Tailored Investment Strategy

Using the Cooke Financial Group Proprietary Matrix, we follow a rigorous process to select from hundreds of independent money management firms.

The Cooke Financial Group Difference:

Using the Cooke Financial Group Proprietary Matrix, we follow a rigorous process to select from hundreds of independent money management firms.

Step 4: Grow and Protect Legacy

Our portfolio monitoring process incorporates quantitative and qualitative performance analysis, which allows our team to establish clear recommendations.

The Cooke Financial Group Difference:

Performance is evaluated on a quarterly basis to ensure managers are meeting expectations. The allocation is monitored to avoid Investment Policy breaches. Recommendations are addressed in client meetings so a consensus can be reached on the best action plan moving forward.

cfg-investing-process-roadmap-2024-2

Custom solutions to help you achieve your organization's mission.

Achieve your goals and objectives with a tailored investment strategy from our knowledgeable institutional team.

Investment Strategy Services
  Investment Policy Creation
  Portfolio Construction
  Asset Allocation Modeling
   Capital Markets Analysis 
   Investment Manager Search
   Portfolio Optimization
   Risk Management
   Performance Attributions Analysis
   Investment Committee Support
   Investment Due Diligence
   Environmental, Social, Governance (ESG) Integration
   Impact Investing Advisory
   Liquidity Management
Portfolio Oversight Services
  Portfolio Review and Monitoring
  Asset Allocation Rebalancing
  Investment Policy Review
   Performance Reporting
   Risk Assessment
   Benchmarking Analysis
   Fiduciary Oversight
   Alternative Investment Analysis
Specialized Advisory Services
  Cashflow Management
  Derivatives Strategy
  Private Investments Advisory
   Endowment and Foundation Investment Strategy
website-image-institutional-investor-dedicated-team-1-2

Locally rooted, nationally recognized.

Headquartered in Indianapolis, Indiana, our wealth advisors earn consistent recognition as some of the best in the country.

forbes-top-250-wealth-advisors-logo-2024-1-1

Forbes Top 250 Wealth Advisors in America

2024, 2023, 2022, 2021, 2020, 2019, 2018

forbes-top-best-in-state-wealth-advisors-logo-2024-1-1

Forbes #1 and #2 Best-In-State Wealth Advisors in Indiana

2024, 2023, 2022, 2021, 2020, 2019, 2018

barrons-top-1200-financial-advisors-logo-2024-1-1

Barron's Top 1,200 U.S. Financial Advisors

2024, 2023, 2022, 2021, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009

advisorhub-100-women-advisors-to-watch-1-1

AdvisorHub Top 100 Women Advisors to Watch

2024

advisorhub-150-advisors-to-watch-over-1-billion-logo-1-1

AdvisorHub 150 Advisors to Watch (Over $1B) 

2024

advisorhub-100-advisors-to-watch-over-1-billion-logo-1-1

AdvisorHub 100 Advisors to Watch (Over $1B) 

2023

advisorhub-50-advisors-to-watch-over-1-billion-logo-1-1

AdvisorHub 50 Advisors to Watch (Over $1B) 

2022

expertise-best-financial-advisors-in-indianapolis-logo-1-1

Expertise.com Best Financial Advisors in Indianapolis 

2024, 2023, 2022

five-star-wealth-management-award-logo-1-1

Five Star Wealth Manager Award

2023, 2022, 2021, 2020, 2019, 2018, 2016, 2015, 2014, 2013, 2012

financial-times-400-top-financial-advisers-2020-logo-1-1

Financial Times Top 400 Financial Advisers

2020, 2019, 2018, 2016, 2015, 2014, 2013

Results not guaranteed. Individual experience may vary. Click for full award disclosures.

Forbes Top 250 Wealth Advisors (2018 - 2024), created by SHOOK Research. Most recently presented in April 2024 based on data provided as of June 2023. No fee was paid to be included in the ranking.

Forbes Best-in-State Wealth Advisors (2018-2024), created by SHOOK Research. Most recently presented in April 2024 based on data provided as of June 2023. No fee was paid to be included in the ranking.

Barron's Top 1,200 U.S Financial Advisors (2009-2016 & 2021-2024), created by Barron's. Most recently presented in March 2024 based on data provided as of September 2023. No fee was paid to be included in the ranking.

AdvisorHub Top 100 Women Advisors to Watch (2024), created by AdvisorHub. Presented in June 2024 based on data gathered from January 2023 – December 2023. No fee was paid to be included in the ranking.

AdvisorHub 150 Advisors to Watch (Over $1B) (2024), created by AdvisorHub. Presented in June 2024 based on data gathered from January 2023 – December 2023. No fee was paid to be included in the ranking.

AdvisorHub 100 Advisors to Watch (Over $1B) (2023), created by AdvisorHub. Presented in June 2023 based on data gathered from January 2022 – December 2022. No fee was paid to be included in the ranking.

AdvisorHub 50 Advisors to Watch (Over $1B) (2022), created by AdvisorHub. Presented in September 2022 based on data based on data gathered from January 2021 – December 2021. No fee was paid to be included in the ranking.

Expertise.com Best Financial Advisors in Indianapolis (2022 - 2024), created by Expertise.com. Most recently presented in January 2024 based on data gathered as of August 2023. No fee was paid to be included in the ranking. Additional fee was paid for advertising.

Five Star Professional Five Star Wealth Manager Award (2012-2016 & 2018-2023), created by Five Star Professional. Most recently presented in September 2023 based on data gathered from November 2022 to May 2023. No fee was paid to be included in the ranking.

Financial Times Top 400 Financial Advisers (2013-2016 & 2018-2020), created by Ignite Research. Most recently presented in April 2020 based on data gathered as of June 2019. No fee was paid to be included in the ranking.

Success stories from institutional clients.

Learn how the Cooke Financial Group delivers results for our institutional clients.

A Growing Foundation

Client Needs:

  • Growing foundation wanted advice on how to scale their investments to match their asset growth.
  • Sought additional diversification and investment options.
  • Wanted to add restrictions to certain investment categories to better align with their mission.

Cooke Financial Group Value Added:

  • Constructed a new investment policy statement to align the target allocation with the foundation's objectives, parameters, and restrictions.
  • Increased the foundation's allocation to private investments to achieve more diversification.
  • Utilized managers with exclusion capabilities to restrict certain investment categories not aligned with the Foundation's mission.
Retirement Plan for Employees

Client Needs:

  • Executive realized a significant decline in net worth due to a decline in the value of employer's stock price. They were facing a lengthy delay in target retirement date as well as the prospect of a modest lifestyle in retirement.
  • Sought investment growth and portfolio rebalancing to protect wealth from further downside risk.
  • Wanted to find a new trusted advisor to help realize financial goals.

Cooke Financial Group Value Added:

  • Portfolio was reconstructed with the goal of improving the likelihood of having the wealth needed to reach the lifestyle they envisioned.
  • Advised on how to handle stock options, including the timing and manner in which to exercise them.
  • Managed their concentrated stock position and established a periodic liquidation strategy that was compliant with company and SEC policies.
website-image-institutional-investor-success-stories-1-2

Connect with the Cooke Financial Group.

Reach out to our award winning team and let us know how we can help. We'd love to have the opportunity to serve you. We look forward to hearing from you.

Office Hours:

Monday - Friday 8:30 AM - 5:00 PM EST

     9340 Priority Way West Drive Indianapolis, IN 46240
     (317) 814-7800
     contactcooke@cookefg.com

Follow Us on Social: