Cook Street is dedicated to providing investment advisory and fiduciary services to institutional clients. Our consulting, research, and performance analytics departments are dedicated to this singular pursuit.
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
Our firm leadership includes former institutional portfolio managers and investment bankers who have turned decades of financial industry experience into a singular discipline of institutional consulting.
Serving our clients' needs for over two decades
Our entire business is oriented towards providing investment advisory and fiduciary services to institutional clients throughout the United States and Canada. We consult to all types of clients in the private, public, and non-profit sectors.
Cook Street employs an internal research department which provides 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 a customized, 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 is based in 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.
5299 DTC Blvd.,
Suite 1000
Greenwood Village, CO 80111