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. 

 Our services and status as a fiduciary can help augment the responsibilities of trustees, custodians, foundation or  endowment heads and family office managers. Having an objective third party fiduciary can provide valuable perspective and decrease liability.
 

 We have the ability to provide institutions with an asset allocation review, or if necessary a completely new asset allocation recommendation.  We have knowledge of and access to numerous investments:  Stocks, bonds, Exchange Traded Funds, hedge funds, managed accounts, mutual funds, and many other vehicles to implement any recommendations or fill any gaps  discovered in the course of our review.

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