Do you have a plan for your financial goals? We welcome the opportunity to assist you live your very best life.
You shouldn’t have to work through your financial plan alone. The market is unpredictable and the financial options are endless. Don’t leave your financial future to chance. You need someone that not only understands you and your needs, but can also help you simplify your financial life. As a Loyola Academy family ourselves, we know your concerns and challenges.
We invest our own money the same way we do for clients: by adhering to the same investment philosophy we recommend to our clients. Given our own personal goals and risk tolerances, each of us holds variations in individual asset allocations. But we turn to the same investment solutions from the same product providers we recommend to our clients. Watch our video: Cogent – Aligned With Our Clients.
At Cogent, we implement an evidence-based investment strategy. Decades of objective, peer-reviewed financial research guides our recommendations. As your advisor, we will help you ignore the market’s uncontrollable elements and maximize those that can be managed – such as reducing costs, managing investment risks through global diversification, and avoiding hyperactive trading generated by your own reactionary emotions.