COCREATE FINANCIAL

Overview

Cocreate Financial is an independent registered investment adviser organized as a limited liability company and run by an individual owner. The firm serves individuals and families with a mix of financial planning, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Its business model combines discretionary portfolio management with fee arrangements that include a percentage of assets under management, hourly charges and fixed fees. Investment activity is skewed toward publicly traded equities and exchange-traded products, with a clear preference for equity exposure across client portfolios. As a capital allocator, Cocreate Financial also places client capital with third-party alternative managers across real estate, commodities, REITs and oil & gas strategies. Fixed income exposure is achieved through corporate debt holdings and mutual funds. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices