Fort Collins, CO Office
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Cogentblue
Team
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About
CogentBlue Wealth Advisors, LLC is an SEC‑registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, charitable organizations, and businesses. The firm offers both ongoing investment management (including use of third‑party managers/TAMPs) and project or hourly financial planning engagements.
The firm’s investment approach is grounded in modern portfolio theory and portfolio construction tailored to each client’s investment policy statement, with regular monitoring and rebalancing. CogentBlue also supports held‑away accounts through a Pontera integration that permits allocation changes without custodial access to client credentials, and it uses outside managers and sub‑advisors where appropriate.
Noteworthy aspects of the firm include its role in selling life and health insurance products to clients (commissions from those sales are disclosed as separate from advisory fees) and its operational arrangements with service providers such as Focus Partners and custodians including Charles Schwab and Fidelity. CogentBlue manages roughly $605 million in discretionary assets while maintaining a relatively modest number of client relationships, which results in higher average account sizes than many peers.
Based on Cogentblue
Expertise
Based on Cogentblue
Location
Fort Collins CO
Advisors at this office
1
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