Cook Street Consulting

About Us

Cook Street has been providing investment advisory and fiduciary services to clients since 1999. We partner with corporate, non-profit, and governmental clients in the United States and Canada to form cost-effective, fiduciarily sound, and high-performing relationships for over $67 billion in institutional assets and 975,000 participants and beneficiaries.

We understand each client relationship as a fiduciary partnership where we stand in a position of trust, confidence, and legal responsibility for our clients' assets. Whether it's crafting an investment policy statement, designing an investment portfolio, providing continuing fiduciary education, performing investment due diligence, or running a vendor request for proposal, we provide a full spectrum of investment advisory and fiduciary services to institutional clients such as retirement plan sponsors, foundations, endowments, and corporate treasury departments.

We acknowledge our fiduciary status in writing and act in a discretionary or non-discretionary manner. We use effective and prudent processes while providing our services, and we focus on four key commitments beginning day one of our engagement: plan/portfolio optimization; liability reduction; fee and provider management; and decreased client workload.

With over 100 years of combined industry experience including portfolio management, investment banking, and venture capital, our consultants' expertise forms the core of our service offering. Their collective experience places them in a unique position to serve our clients not only as consultants but as fiduciary educators. All consultants have obtained the Chartered Financial Analyst® designation, and we have had no turnover at the ownership level since inception.

Our People

Our firm leadership includes former institutional portfolio managers, investment bankers, and venture capitalists who have turned decades of financial industry experience into a singular discipline of institutional investment consulting. Together, they lead our professional service teams dedicated to consulting, research, and reporting and associated services for our diverse client base throughout the U.S. and Canada.

Our Service Commitments

Our consulting, research, performance analytics, and operations teams are committed to optimizing our clients' investment programs, managing investment and administrative fees and services, reducing our clients' liability, and reducing our clients' workload.

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.

Our Difference

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

Our firm leadership includes former portfolio managers and investment bankers who have turned decades of financial industry experience into a singular discipline of institutional investment advisory and fiduciary consulting. Our service teams are not distracted by alternative revenue streams nor are incentivized to cross-sell. 100% of our consultants have earned the CFA charter, and we have experienced no turnover at the ownership level since inception.

Our Philosophy

We treat each client relationship as a fiduciary partnership where we stand in a special position of trust, confidence, and responsibility for the assets of participants and beneficiaries in our investment programs.