Our investment philosophy is shaped by the Nobel Prize-winning system, which has revolutionized finance and changed the way money is invested and managed. These ideas form the core of Cooke Capital’s structured approach to investing.
We focus on evaluating assets, not by their individual characteristics, but by their effect on a diversified portfolio. This academically based approach is the foundation for a host of portfolio management solutions available to individuals, trusts, and corporations.
Our philosophy is applied through broad, effective diversification, combining multiple asset classes to achieve the most suitable trade-off between risk and return. This helps increase your likelihood of achieving your financial goals without taking any more risk than absolutely necessary. Although this does not guarantee a profit or protect from a loss, by putting your eggs in different baskets, investments that perform well may protect against investments that under perform.
In addition, our structured management approach–
- Provides institutional style investing and professional management
- Combines current academic and industry research with practical application
- Offers tax managed strategies for investors actively seeking to minimize the consequences of two types of taxable events—the realization of net short-term capital gains and the distribution of non-qualified income
We believe that markets are efficient. Our portfolios do not attempt to track indexes, as this can result in significant trading costs. In addition, our portfolio managers have flexibility on when to add or remove individual stocks from an asset class fund. Our managers also exclude certain groups of stocks, such as initial public offerings, illiquid stocks, and the securities of financially distressed companies with heightened risk or inefficiencies.
Unlike traditional portfolios, which often have only a few hundred securities, your portfolio may have 10,000 or more securities, both U.S. and International, across a wide variety of asset classes. This is intended to reduce asset class-specific, company-specific, and country-specific risks as well as reduce the portfolio’s overall level of volatility.
Our access to institutional pricing and professional management enables us to provide a disciplined and selective approach to buying and trading.
Above all, our unique investment approach, commitment to service and focus on customization, allows us to create portfolios that address your specific needs and aspirations. You deserve more than a cookie cutter portfolio that approximates your preferences and goals. You deserve a precise fit.