We Provide Smart Options for Unique Situations
Our Advisory Services are designed to address each clients’ different types of investor styles, needs and preferences. With the Cooke Financial Group you will have an opportunity to access the best money manager talent available anywhere in the marketplace to meet your unique needs.
Using Advisory Services, you will work with one or more of our dedicated team of Wealth Advisors who will develop a personal, customized portfolio to meet your specific investment needs. You will receive detailed, quarterly performance reporting to complement your monthly statements, all designed to keep you on track in achieving your financial objectives
We offer four main kinds of Advisory Services accounts. Your Cooke Financial Group Wealth Advisors will customize a solution for you that will incorporate a variety of factors that will be sensitive to your risk tolerance, time horizon and tax situation.
- Client-Directed: You partner with your Wealth Advisor to make decisions about investments and use fee-based pricing as an alternative to commission-based pricing. This advisory relationship includes the benefit of one-on-one consultations to establish an investment plan, professional investment advice based on objective research and customized objectives, and ongoing portfolio monitoring and service.
- Mutual Funds/ETF (Exchange Traded Funds) Advisory: We construct an investment portfolio for you using the world’s top mutual funds or exchange traded funds; the mutual funds used in this platform are no-load or load-waived. We will help create a diversified investment program, with a customized allocation, while receiving access to a large universe of mutual funds/exchange traded funds; including many available only to institutional investors.
- Advisor-Managed Accounts: Use a customized portfolio management program geared toward your specific investment goals. Your Wealth Advisor, who has met stringent criteria based on experience and expertise, acts as your professional portfolio manager.
- Outside Professional Managed Accounts: Professional managers develop disciplines for buying and selling securities which eliminate decision-making based on other influences, such as emotions. By electing to have experienced institutional professionals manage your portfolio, you free yourself from the time-consuming task of choosing and actively managing your investments.
Count on the Cooke Financial Group for objective, customized advice to optimize the performance of your investment portfolio while managing your risk.