Our philosophy is to establish 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.
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
All our clients’ portfolios are custom built to their specifications, including 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.
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.
We work with some of America’s most respected institutional money managers, including Dimensional Fund Advisors LP, which has more than $161 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’s 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.