Cooke Financial Group
Overview
Cooke Financial Group is a wealth management firm based in Indianapolis, Indiana, offering personalized financial planning and investment services to individuals, families, and businesses. The firm focuses on long-term financial security, providing comprehensive wealth management solutions tailored to each client's unique needs. Their services include investment management, retirement planning, tax-efficient strategies, estate planning, and personalized wealth advisory solutions. Cooke Financial Group's award-winning multigenerational wealth management team combines local knowledge with global scale to build custom investment portfolios guided by objective long-term strategies. The firm has been recognized by leading financial publications, including Forbes, Barron's, and AdvisorHub, for its excellence in wealth management. Cooke Financial Group is an independent wealth advisory firm and the first partner firm to join Sanctuary Wealth, a hybrid financial firm defined by its unique open platform, Partnered Independence℠. This partnership allows the firm to offer clients the freedom, flexibility, and control of an independent fiduciary while accessing the leading specialists and resources needed to deliver a comprehensive wealth management experience.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Cooke Financial Group
What sectors does Cooke Financial Group invest in?
Cooke Financial Group invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Indiana, United States. Cooke Financial Group is listed as a family office in the ConnectSafely investor database.
What stage does Cooke Financial Group invest at?
Cooke Financial Group backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Cooke Financial Group invest in?
Cooke Financial Group invests across United States.
What companies has Cooke Financial Group invested in?
Cooke Financial Group's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
Last updated · Source: ConnectSafely investor database
