We provide reliable investment consulting and fiduciary solutions to our clients and treat each relationship as a fiduciary partnership.
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.
We partner with corporate, non-profit, and governmental institutional clients across the United States and Canada who collectively represent over $74 billion dollars in assets and 1,000,000 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.
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 as a non-discretionary investment advisor (e.g. ERISA §3(21)A) or discretionary investment manager (e.g. ERISA §3(38)).
billion assets under advisement
clients across the U.S. and Canada
million 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 December 31, 2022 or the most recently available data (e.g. from a recent Form 5500).
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