Cookson Financial, LLC is a Registered Investment Advisor based in Excelsior, MN, specializing in portfolio management and investment planning for individuals, trusts, foundations, and endowments. With a focus on providing exceptional service to a select clientele, Cookson Financial offers customized solutions and objective financial advice, free from conflicting incentives or influences.
Backed by the resources of Charles Schwab Co., Cookson Financial combines the personal service and independence of a small firm with access to world-class financial products and services. Their mission is to provide exceptional investment advice and service, always prioritizing their clients' long-term interests, while adhering to a business philosophy centered on integrity, excellence, and client satisfaction. Following the tenets of Modern Portfolio Theory, Cookson Financial aims to maximize portfolio returns while minimizing volatility and risk.
Generated from the website