Our Service 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.

Investment Program Optimization

We provide initial and ongoing investment manager due diligence to ensure a diverse array of high quality investment managers and complementary strategies.

Fee & Service Management

We conduct fee and service benchmarking and quality management for all vendor relationships.

Reduced Liability

We affirm our fiduciary status in writing with all clients, and our service offering helps them meet and anticipate fiduciary obligations.

Decreased ClientWorkload

Many sponsors do not have the time to manage every aspect of an investment program. For a flat, retainer based fee, our clients receive a team of dedicated financial professionals committed to reducing their workload.

We acknowledge our fiduciary status in writing with our clients and sign on in a discretionary or non-discretionary manner (e.g. ERISA §3(21)A or ERISA §3(38) capacity).

Fiduciary Partnership

Each of our client relationships is a fiduciary partnership where we stand in a special relationship of trust, confidence, and responsibility for the assets of beneficiaries and retirement plan participants.

Unique

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

Focused

Our firm is dedicated to providing investment advisory services to institutional clients and not distracted by alternative revenue streams.

Distinct

We deliver distinctive ideas to foster disciplined fiduciary governance and prudent investment selection.

Truly Independent

Cook Street is 100% employee-owned and receives all revenue directly from our clients.

Experienced

Our team is rooted in practical theory, with a seasoned leadership team from the portfolio management, investment banking, and venture capital industries.

Client Oriented

Our service teams are dedicated to reducing client workload and providing actionable guidance for investment committees.

Contact Us

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

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