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:
We have been partnered with First Clearing Corporation for many years, due to the quality of custody and clearing services they provide, as well as the access to investment and banking products, industry-leading research and lending and trust services.
AN AFFILIATE OF WELLS FARGO, FIRST CLEARING:
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:
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:
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:
* 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:
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:
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:
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!: