We have the flexibility to structure the optimal portfolio for the individual investor.
Investors ■ Private Clients ■ Customized Portfolio Construction
Cooke & Bieler’s separate account management approach and our relatively large average account size allow us to build each portfolio from the ground up.
- First, we listen. We tailor accounts according to large-cap value, mid-cap value, all-cap value, or small-cap value styles.
- For balanced portfolio clients, we add exposure to taxable or tax-exempt bonds, and international or other equity styles via funds.
- Our low turnover and sensitivity to asset location contribute to tax-efficiency.
- We can help our clients manage concentrated positions.
- We fully control the trade cycle within the private client team, including custodian reconciliation.
