Our Difference

Cook Street is independent, employs an internal research department, and is dedicated to providing investment advisory and fiduciary services to institutional clients.

Four Commitments

Our four commitments to our clients are optimizing investment programs, reducing client liability, managing fees and services, and decreasing client workload. These commitments form the core of our service offering.

Optimizing Investment Programs

Reducing Client Liability

Decreasing Client Workload

Managing Fees & Services

Independence & Objectivity

Cook Street derives all revenue from our clients and does not have any relationship which may constitute a breach of our firm’s fiduciary duty to our clients.

100%

Employee-Owned & No Affiliated Companies or Joint-Ventures

Focused Approach

Our entire business is oriented towards providing investment advisory and fiduciary services to institutional clients across the United States and Canada. We consult to all types of plans in the private, public, and non-profit sectors.

Internal Research

Cook Street employs an internal research department. We do not source our investment manager and market research from outside firms, wishing instead to retain our independence and objectivity while providing our clients access to and due diligence on nearly the full universe of relevant investable asset classes and fund managers. The ability to conduct our own research allows us to customize our reports and analyses to the needs of each client.

We do not believe a quantitative model or national research desk can replace an independent, investigative approach in identifying exceptional investment managers. As a result, we take care to ensure our investment research professionals are provided with a clear directive and substantial resources to discover uncommon ideas.

Every consultant at the firm is a member of our internal investment committee, actively participating in the investment research process. Additionally, our co-founders personally managed institutional assets, and all other professionals are deeply rooted in an institutional background. We believe people are the difference between exceptional and average investment managers and extend this belief to our research team as well. Our research team operates exclusively out of our office in Greenwood Village, Colorado.

Our investment research professionals are focused on the investment landscape applicable to institutional clients. Our time, attention, and resources are spent directly on matters that pertain only to our clients and are not swayed by the competing interests of another division or component of our business.

We stress timely, in-depth research across the full spectrum of broad and client-specific matters, providing actionable guidance that is thoroughly analyzed and presented in a clear and concise manner. We regularly receive client feedback that our reports and analysis can be easily understood by a broad range of fiduciaries, regardless of their investment knowledge or background.

Our research department's four most recently published, "Market Briefs", are located here.

Contact Us

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

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