Cook Street Consulting, Inc.

Financial ServicesColorado, United States2-10 Employees

Cook Street Consulting, Inc. is a financial services firm that provides investment advisory and fiduciary services to institutional clients, including retirement plan sponsors, foundations, endowments, and corporate treasury departments. Its work spans investment policy development, portfolio design, fiduciary education, due diligence, and vendor management, with the aim of creating cost-effective, sound fiduciary relationships for large-scale assets and numerous participants and beneficiaries. The firm emphasizes a fiduciary partnership model, operates either in discretionary or non-discretionary roles, and concentrates on four core commitments from the outset: portfolio optimization, liability reduction, fee and provider management, and reducing client workload.

Based in Greenwood Village, Colorado, Cook Street acts as a separate business unit within Morgan Stanley Institutional Investment Advisors, LLC, and has served clients since 1999. The team combines extensive industry experience, including portfolio management and investment banking, with a high proportion of Chartered Financial Analyst designations among its consultants. The company reports managing over a substantial amount of institutional assets and participants, reflecting its focus on serving corporate, non-profit, and governmental clients across the United States and Canada.

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