Welcome to
Cook Street

We provide fiduciary & investment consulting solutions to leading institutions in North America

Our Service Commitments

Our consulting, research, performance analytics, and operations teams are committed to optimizing our clients' investment programs, managing investment and administrative fees and services, reducing our clients' liability, and reducing our clients' workload.

Our Philosophy

We treat each client relationship as a fiduciary partnership where we stand in a special position of trust, confidence, and responsibility for the assets of participants and beneficiaries in our investment programs.

Our Difference

Our firm leadership includes former portfolio managers and investment bankers who have turned decades of financial industry experience into a singular discipline of institutional investment advisory and fiduciary consulting.  100% of our consultants have earned the CFA charter.

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We provide reliable investment consulting and fiduciary solutions to our retirement plan, foundation, endowment, trust, 529 plan, and corporate portfolio clients.

74

billion assets under advisement

178

clients across the U.S. and Canada

1

million participants & beneficiaries

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Client assets include those we advise to in a discretionary and non-discretionary capacity. Client assets, client count, and client participants and beneficiaries are estimates as of December 31, 2022 or the most recently available (e.g. from a recent a Form 5500).

Contact Us

Contact us directly to learn more how we can assist your investment program.

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