Our Clients

We provide reliable investment consulting and fiduciary solutions to our clients and treat each relationship as a fiduciary partnership.

Fiduciary Workspace

Cook Street’s Fiduciary Workspace™ is a fast, secure way for our clients to store, organize, and share important fiduciary documents online. Upon engagement, clients are invited to join the Fiduciary Workspace by their primary reporting analyst.

To request access the Workspace, click here or contact your primary reporting analyst at 1.800.318.7770.

To access the Workspace or change your password, click here.

National Presence

We partner with corporate, non-profit, and governmental institutional clients across the United States and Canada who collectively represent over $67 billion dollars in assets and 975,000 participants and beneficiaries*. Our clients include Fortune 500 Companies, major municipal and utility providers, and nationally recognized non-profit organizations. We consult to clients across the entire spectrum of retirement plans, regardless of plan size or type.

Niche Focus

Providing investment consulting services to institutional retirement plan clients is the primary focus of our business. Our investment professional team is dedicated to providing plan fiduciaries timely and actionable guidance across the full spectrum of the pension and retirement plan arena. We sign on as a fiduciary in an ERISA §3(21)A or §3(38) capacity.

67

billion assets under advisement

155

clients across the U.S. and Canada

975

thousand participants and beneficiaries

*Client assets include those advise to in a discretionary and non-discretionary manner. Client assets, client count, and client participants and beneficiaries are estimates as of March 31, 2021 or the most recently available data (e.g. from a recent Form 5500).

Contact Us

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

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