West Linn, OR Office

Cognitiant Incorporated provides investment advisory and portfolio management services primarily to individual (non‑high‑net‑worth) clients and charges fees based on a percentage of assets under management. The firm manages roughly $40 million in client assets across about 82 client relationships and operates with a small advisory team of two advisors.

Investment recommendations and model allocations are subject to a formal supervisory process overseen by a designated compliance officer, and the firm documents routine review of financial plans and client communications. Its advisory personnel include at least one CFA charterholder, and the firm discloses that advisors do not receive third‑party sales incentives or commission‑based compensation.

Distinctive features include the firm’s small scale and explicit disclosures limiting outside business activities and third‑party economic benefits — one supervised person’s outside administrative support for a real‑estate holding entity is reported to consume under 10% of professional time. Unlike many peers, Cognitiant does not emphasize high‑net‑worth clients, instead focusing on non‑HNW individuals.