Welcome to the Cook Company!
Personal. Independent. Since 1987.
We are a financial and investment advisory firm that specializes in working with individuals and families to meet their long-term financial goals.
Financial Advising and Planning for the Long-Term
We work with you to tailor a unique course to reach your financial goals over the long-term. We regularly update and re-evaluate your plan as your financial circumstances change.
Investment Advising
We assist you in evaluating and identifying the investments best suited to your financial situation particulary those used to build retirement funds and for meeting your goals along the way, always paying close attention to proper asset diversification.
Asset Protection
We help you protect yourself and loved ones from life’s unexpected circumstances with a suite of insurance products that provide added financial security to families, both for protection and estate planning purposes. Available products include Life Insurance, Disability Income Insurance, and Long-Term Care Insurance, as appropriate.
Collaboration
We work with your other trusted advisors such as CPAs and legal professionals, as necessary, to carry out your stated goals.
Why The Cook Company?
Personal
We take time to get to know you and what it is you seek to accomplish, tailoring strategies to meet your specific financial goals.
Your Interests Always
As a Registered Investment Advisor, we have a fiduciary responsibility to do what is in your best interest. We are paid directly by you as a percentage of assets under management with us.
Experienced
Since becoming a registered investment advisor in 1987, we have experienced many market cycles, booms, and busts. We have successfully helped clients navigate these environments to reach their goals, growing with them from the early days of a first job through retirement.
Steady, yet Adaptive
While we remain true to a long-term outlook that drives the work we do with you, we regularly evaluate and adapt new technologies and products to better serve you.
The Cook Company, LLC is a registered investment advisor in the State of Colorado, regulated by the Division of Securities of the Colorado Department of Regulatory Agencies. For a copy of the firm’s Form ADV, please visit the SEC’s website at https://adviserinfo.sec.gov and enter the firm’s CRD number: 108889.
Insurance products are offered to residents of Colorado only at this time.