A complete list of active advisors currently associated with Cogent Investment Advisors LLC

Warmer can help you find a great advisor at Cogent Investment Advisors LLC or one who fits your needs even better.

Cogent Investment Advisors LLC provides fee‑only investment management services primarily to individual clients, including both non‑high‑net‑worth and high‑net‑worth investors. The firm manages client assets on a discretionary basis and conducts periodic reviews and reporting to align portfolios with clients’ goals and circumstances. The firm’s investment approach centers on actively managed proprietary model portfolios constructed mainly from mutual funds and exchange‑traded funds, with fundamental, technical and quantitative analysis used to inform tactical tilts. Cogent will incorporate client‑selected holdings when appropriate and, with client agreement, implements options strategies such as writing covered calls and purchasing protective puts in separately managed accounts. Compared with many independent advisers, Cogent manages roughly $17.1 million for a very small number of clients, and it uses derivatives within separately managed accounts — a practice relatively uncommon among peers. The firm also makes available alternative exposures (including interval funds and private‑asset recommendations for accredited investors) and may negotiate flat fee arrangements for certain client relationships.

To learn more about the advisors currently working at Cogent Investment Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.