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Discover conflict-free partnerships that empower a client-centric approach

Our strategic partnerships include multiple custodial service providers, leading technology platforms and Sanctuary Wealth, an innovative hybrid RIA that makes all of these partnerships possible.

Our Partnered Independence℠ allows us to provide the objective advice that is so crucial to our client relationships, while accessing an open network of providers and having complete freedom to use them selectively, as per the needs of our individual clients.

Sanctuary Wealth is a hybrid financial firm defined by its unique open platform, Partnered Independence℠. Cooke Financial Group was the inaugural team within their elite network of advisors who, like us, knew that independence was the best option for their team and their clients.

Through Partnered Independence℠, we’ve gained:

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TD Ameritrade Institutional* is designed for independent advisory firms. The wide variety of technology tools they provide, the depth of their investment and wealth management solutions, and the flexibility of their approach help us to deliver the customized client experience that is central to Cooke Financial Group.

A LEADING PROVIDER OF COMPREHENSIVE BROKERAGE AND CUSTODY SERVICES, TD AMERITRADE INSTITUTIONAL:

  • serves more than 4,000 fee-based independent advisors and their clients
  • is committed to supporting independent advisors and actively advocates for RIA-friendly policy and regulation
  • is a division of TD Ameritrade, which is responsible for over $1.3 trillion in client assets

We partnered with Charles Schwab to provide custodial services and back office support for Cooke Financial Group. In addition to the company’s strength, size and industry reputation, it was founded on the principles of safety and soundness and takes extraordinary measures to ensure client assets are secure.

ONE OF THE LARGEST AND MOST TRUSTED CUSTODY FIRMS IN THE COUNTRY, CHARLES SCHWAB:

  • has generated over $11 billion in net revenues
  • has over $3.6 trillion in total client assets
  • was named by the United States government as one of the country’s nine systemically important financial institutions

One of the companies we rely on for custodial services is BNY Mellon’s Pershing, a leading provider working with advisors, broker-dealers, family offices, hedge and ‘40 Act fund managers, registered investment advisor firms and wealth managers.

BNY MELLON’S PERSHING:

  • has been in business for 80 years of innovation and excellence
  • custodies $1.9 trillion in global client assets*
  • provides services for over 1300 clients worldwide

* Pershing LLC and its global affiliates, June 30, 2019

As part of our technology-enabled client experience, we use eMoney Advisor’s breakthrough software to help our clients maintain financial clarity. The platform includes an intuitive interface that you can view on any device, and planning and collaboration tools that help simplify the wealth management process.

A LEADING FINANCIAL TECHNOLOGY PROVIDER, EMONEY:

  • serves more than 2.9 million investors
  • tracks more than $2 trillion in aggregated assets
  • is used by 46 out of the nation’s top 50 broker-dealers

We partnered with Orion so that we could deliver custom financial solutions more efficiently. Their technology is designed to integrate seamlessly into the wealth management process and allows for personalized reporting, trading and portfolio rebalancing.

WORKING WITH ADVISORY FIRMS ACROSS THE COUNTRY, ORION:

  • represents $650 billion in client assets
  • has provided solutions for 1,500+ advisory firms
  • has a 20-year history in the industry

Through Adhesion Wealth, the Cooke team has access to a wide range of wealth management and due diligence resources, as well as integrated back office tools. Headquartered in Charlotte, NC, Adhesion partners primarily with independent and hybrid advisory firms to help deliver an efficient and tailored client experience.

ADHESION WEALTH HAS:

  • over $13 billion in assets under administration
  • over $3 billion in UMA assets under management
  • been a privately held boutique service provider since 1999

Act! is the flagship suite of solutions offered through Swiftpage, a leader in Client Relationship Management (CRM) software. These technology tools enable the Cooke Financial Group team to provide a consistent client experience built on personal, relevant communication.

MORE ABOUT ACT!:

  • 30-year history of pioneering software solutions for businesses like Cooke Financial Group
  • Serves millions of businesses in over 100 countries around the world
  • Built by entrepreneurs and business leaders who know what’s needed to maintain strong client relationships
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