Cook Street Consulting

Financial Services, 5299 Dtc Boulevard, Greenwood Village, Colorado, 80111, United States, 11-50 Employees

Phone Number: 30********

Who is COOK STREET CONSULTING

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 C...

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Headquarters: 5299 Dtc Boulevard, Greenwood Village, Colorado, 80111, United States
Date Founded: 1999
Employees: 11-50
Revenue: $5 Million to $10 Million
Active Tech Stack: See technologies

Industry: Financial Services

SIC Code: 6282 | NAICS Code: 523940 | Show More

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Cook Street Consulting Org Chart and Mapping

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Rochelle Rayan

Performance Analyst

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Frequently Asked Questions Regarding Cook Street Consulting

Answer: Cook Street Consulting's headquarters are located at 5299 Dtc Boulevard, Greenwood Village, Colorado, 80111, United States

Answer: 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 $97 billion in institutional assets and 1.2 million 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. Over 30% of our employees have obtained the Chartered Financial Analyst designation. Cook Street Consulting, Inc. is a business of Morgan Stanley. *Includes assets under advisement and assets under management. Assets and participant counts are estimates as of 9/30/23 or the most recently available (e.g. from a Form 5500) and reflect business operations as of 1/1/24.