Cobalt Capital typically offers its clients such services as asset allocation and portfolio design; traditional and non-traditional manager review and selection; portfolio implementation; portfolio monitoring and consolidated performance reporting; and other wealth management services, including such needs as estate, tax, trust and insurance planning, asset custody, closely held business issues, associated with the establishment or expansion of a family office, the formation of family investment partnerships or LLCs, philanthropy, family dynamics and inter-generation issues.
As the leading open architecture advisory firm, Cobalt Capital possess a number of distinguishing characteristics that set us apart from other firms. The most important is that Cobalt Capital was designed by leading family office and endowment professionals with extensive experience working as clients of investment consulting firms. When we organized Cobalt Capital we kept the best of the traditional consulting model (mainly its independence) and changed everything else. For example:
Cobalt Capital has a senior management team whose sole job it is to run the company like a business. For our clients, this translates into minimal personnel turnover, seamless account servicing, and the assurance that Cobalt Capital will be around to advise their grandchildren.