A complete list of active advisors currently associated with Cognitiant Registered Investment Advisors
Warmer can help you find a great advisor at Cognitiant Registered Investment Advisors or one who fits your needs even better.
The firm provides investment advisory and financial planning services to individuals, trusts, estates, small businesses, qualified retirement plans, and other investment advisors. Its offerings include discretionary investment management, one-time asset allocation or security recommendations, investment alternatives analysis, and retirement plan consulting. The firm emphasizes creating an individualized "investment narrative" with each client to set portfolio boundaries, then selects investments using publicly available and subscription data alongside fundamental and technical analysis. It favors building broadly diversified, low-cost core portfolios using passive vehicles while conducting annual reviews and providing custodial statements at least quarterly. Distinctive aspects include pension and qualified retirement plan consulting and the ability to serve as a 3(21) or 3(38) fiduciary for small business plans, a service uncommon among independent solo advisors. The firm also advises on variable annuities and variable insurance without selling those products (operating as fee-only), and it works through a narrow set of custodial relationships (Shareholder Services/Pershing and Nationwide for annuities) with stated conditions for account acceptance.
To learn more about the advisors currently working at Cognitiant Registered Investment Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
West Linn, OR
| 15
|
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