A complete list of active advisors currently associated with Cookson Financial, LLC

Warmer can help you find a great advisor at Cookson Financial, LLC or one who fits your needs even better.

Cookson Financial provides discretionary asset management and hourly financial consulting to a broad set of clients, including individuals, trusts, foundations and endowments, pension and profit-sharing plans, banks, and corporations. Services include tailored investment management, retirement and financial planning, and assistance implementing recommendations such as establishing brokerage accounts. The firm builds diversified portfolios across equities, fixed income, ETFs, mutual funds, options and cash equivalents, generally relying on fundamental analysis with technical considerations as appropriate. Asset allocation and security selection are customized to each client’s risk tolerance and objectives, with an emphasis on low-cost instruments when suitable and regular reporting on managed accounts. What is noteworthy about the firm is its explicit inclusion of charitable organization clients and pension consulting among its offerings, as well as providing ongoing hourly consulting when asset management is not pursued. The adviser’s background includes prior broker-dealer and hedge fund management, and the firm typically leverages Schwab Institutional custody and related institutional services to support trading, reporting and back-office functions.

To learn more about the advisors currently working at Cookson Financial, 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.