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News and
Client Services
Foundation &
Instituitional Services

Foundation & Institutional Services
Many successful families have formed private foundations, but have difficulty maintaining assets and carrying out their long term missions, especially while also satisfying the IRS guidelines for Non-Profits. We provide the personal, yet professional portfolio management that relieves the burden of investment decisions, and allows families to concentrate on the beneficiaries of the foundation. Also, our services and status as a fiduciary can help augment the responsibilities of trustees, custodians, foundation or endowment heads and family office managers.

Asset Allocation Review and Recommendations
We have the ability to provide institutions with an asset allocation review or if necessary a complete asset allocation recommendation. We have access to various investment vehicles such as Exchange Traded Funds, Hedge Funds, Managed Accounts, Mutual Funds and Individual Securities to implement any recommendations or fill any gaps discovered in the course of the Investment Planning Process.

Charitable Account Policy
Cookson Financial pledges to annually donate 5% of all income from charitable accounts to other worthy charitable causes.

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Cookson Financial, LLC ~ 500 Lake Street, Suite 205 ~ Excelsior, MN 55331 ~ 952-401-7697 ~ matt@cooksonfinancial.com