Investment Advisory · Public Markets
Our Investment Advisory – Public Markets service is designed to meet the unique financial objectives of healthcare practitioners by delivering customized, institutionally managed solutions in liquid, transparent, and cost-efficient public markets. Leveraging advanced portfolio construction techniques, we provide access to diversified ETF model portfolios and direct indexing strategies tailored to individual career stages, risk profiles, and long-term wealth goals.
Each portfolio is constructed to reflect the client's individual goals, risk tolerance, and time horizon. By balancing growth, income, and diversification across multiple dimensions, we create strategies that are both resilient and adaptive to changing market conditions.
Core Capabilities
Strategic Allocation
Portfolios constructed across equities, fixed income, and alternatives using highly liquid, low-cost ETFs.
Risk Alignment
Models range from aggressive growth to income-focused balanced strategies, mapped to healthcare practitioners' career and retirement timelines.
Dynamic Oversight
Ongoing monitoring and rebalancing to ensure portfolios remain aligned with market conditions and client objectives.
Customized Exposure
Replication of broad market indices with the ability to tailor holdings to individual preferences, tax considerations, or ESG values.
Tax Optimization
Systematic tax-loss harvesting and lot-level management designed to enhance after-tax returns.
Personalization
Flexibility to exclude or overweight securities, industries, or factors based on personal or professional considerations.
Our Value Proposition
Every portfolio is tailored to the specific objectives of each client, recognizing that no two financial journeys are alike.
Our model portfolios integrate traditional assets with alternatives, offering broader exposure and reducing reliance on any single market driver.
We combine the analytical discipline of institutional investment management with the individualized service of a boutique advisory firm.
Portfolios are continuously monitored and adjusted to reflect evolving market conditions, tax considerations, and client circumstances.
As fiduciary advisors, we are obligated to act in your best interest, providing objective, unbiased guidance at every stage.
Service Delivery
Comprehensive assessment of financial goals, risk tolerance, and liquidity needs.
Deployment of model portfolios and/or direct indexing strategies aligned with client objectives.
Periodic reviews, rebalancing, and performance reporting, with proactive communication and education tailored for healthcare practitioners.
Schedule a free consultation with a Cognis fiduciary advisor.
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