COGENT PRIVATE WEALTH

Overview

Cogent Private Wealth is an independent registered investment advisor operating as a corporation that serves high-net-worth individuals, families and select institutional clients. The firm combines financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting among its advisory services. Fee arrangements include percentage-of-AUM pricing alongside fixed-fee engagements. Investment activity is centered on public funds and mutual funds as core building blocks, supplemented by external manager allocations into alternative strategies. The firm is not positioned as a direct capital allocator; instead, it relies on third-party managers for hedge fund, real estate and commodity exposure. Cogent Private Wealth does not emphasize ESG in its stated profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices