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Investors   ■  Institutional  ■  Endowments/Foundations

Cooke & Bieler has been managing separate accounts for institutional clients since the 1960s. Since the 1970s, institutions have represented over two-thirds of the firm’s business.

The firm has about 100 institutional clients divided into four broad groups:

• Corporate Pension Plans
• Endowments/Foundations
• Taft-Hartley Plans
• Public Funds

Endowments/Foundations have been an important segment of the Cooke & Bieler client list for over 30 years. Occasionally, these clients came to Cooke & Bieler through a private client relationship we enjoyed with a trustee or Board member. We currently have about 26 endowment/foundation clients.