Our investment philosophy is grounded in a structure based on the following:
- 80+ years of economic data
- In-depth studies of investor psychology and behavior
- Nobel Prize winning economic research
- Diversification to help reduce the impact of stock market swings and fluctuations
- Rebalancing to ensure your portfolio remains aligned with your goals
As a client, you are offered a portfolio custom built to your specifications, including your investment objectives, comfort with risk, and time horizon. Every portfolio adheres to a clear asset allocation strategy, strict fund selection parameters, and a rigorous risk management discipline. This well-defined structure is designed to deliver expected returns for your chosen level of risk.
We work with some of America’s most respected institutional money managers such as Dimensional Fund Advisors LP, which has more than $150 billion in assets under management. We choose money managers who have historically lower trading costs and lower turnover than typical retail mutual funds.
Cooke Capital is distinguished by its close working relationship with clients and our ability to address their broad range of wealth-management needs.