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.
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.
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.
Private wealth management consulting that considers your entire net worth
Strategic investment process that has been time-tested through multiple market cycles
Rigorous process to select from hundreds of independent money management firms
Seeking out best-in-class service providers and custodians to suit individual client needs
Tax and family office resources for comprehensive financial life management
Portfolio monitoring that incorporates quantitative and qualitative performance analysis
Proactive relationship management and enriching client culture
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.
(Investment Policy Statement)
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.
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.
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.
Performance Evaluation & Written Recommendations
Our portfolio monitoring process incorporates quantitative and qualitative performance analysis, which allows our team to establish clear recommendations.