Award-winning advisors, proven investment
processes and a roster of client advocates.
Experience is always important, but a 50-year history of working with multigenerational
relationships – that represents a different level of value. To our clients, we represent
longevity and continuity, and that’s what we strive to provide for them.
FAMILIES
A Personal CFO for Your Family
Our team plays a part in every major financial decision that our clients and their families face. We are deeply connected to our client families and coordinate the specialists and services they need to manage their financial lives.
OUR SERVICES FOR FAMILIES INCLUDE:
Private wealth management process that considers your entire net worth, from cash to real estate
Tax and family office resources to coordinate accounting, estate planning, insurance and other services
Comprehensive wealth plans that are aligned with your investment strategies and actively maintained through our hands-on client service team
INDIVIDUALS
Boutique Advisory Experience for Individual Clients
We work with individual clients to provide a wide spectrum of wealth management services. However, we believe the reason we have an exceptional client retention rate is our ability to go beyond this core offering to a premium level of client service.
OUR PREMIUM SERVICE CAPABILITIES INCLUDE:
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
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
ENTREPRENEURS AND BUSINESS OWNERS
Driven by the Entrepreneurial Spirit
Cooke Financial Group is a family-run business, driven by the same entrepreneurial spirit that inspires the business owners who work with us. As recognized industry leaders operating on a uniquely well-connected independent platform, we provide the best of what’s available within a one-toone, boutique client experience.
WE WORK WITH BUSINESS OWNERS TO PROVIDE:
Comprehensive financial guidance through all major decisions and transitions, from Initial Public Offerings to succession plans
Insurance, lending and liability strategies
Fully customized portfolio design and asset allocation process
In-house wealth management team and family office network to coordinate and organize your complete financial picture
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.
STEP 2 Determine Strategic Asset Allocation
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 personal needs.
STEP 3 Independent Manager Search and Selection
(CFG Proprietary Matrix)
Using the Cooke Financial Group Proprietary Matrix, we follow a rigorous process to select from hundreds of independent money management firms.
STEP 4 Performance Evaluation & Written Recommendations
Our portfolio monitoring process incorporates quantitative and qualitative performance analysis, which allows our team to establish clear recommendations.