Consultants and Advisors  ■  Investment Consultants

Cooke & Bieler maintains relationships with consultants, both large and small. In fact, the majority of our institutional clients utilize consultants, thereby keeping us in frequent contact with many consulting firms.

Our strategy is to communicate with investment consultant firms in three important ways:

  1. We seek to visit each consulting firm in its office at least once per year, and those visits are often with a member of the Investment Team
  2. Each quarter, we mail a one-page update to over 500 individuals at over 75 consulting firms
  3. We provide periodic telephone updates

Our goal is to build a relationship with both the Manager Research Group and the individual consultants at each firm.

For further information, please contact us.