TAKING CONTROL OVER YOUR FINANCIAL FUTURE
YOUR PLAN. IN PLACE.
Cowan Capital is a wealth management firm that puts families first.
Cowan Capital is a wealth management firm that puts families first.
Unlike many other firms, we don't have selling agreements for specific products or earn any commissions from selling them. Nor are we bound by the dogma of a single manager. Instead, we offer proprietary strategies as well as access to multiple highly recognized money managements teams. Our bandwidth means we can truly customize portfolios for every client.
We also spent years sourcing a custodial partner (Altruist), who are unique in the industry in that they will not engage in cross-selling you products in competition with us, unlike many larger custodians.
Cowan Capital is a wealth management firm that puts families first.
Unlike many other firms, we don't have selling agreements for specific products or earn any commissions from selling them. Nor are we bound by the dogma of a single manager. Instead, we offer proprietary strategies as well as access to multiple highly recognized money managements teams. Our bandwidth means we can truly customize portfolios for every client.
We also spent years sourcing a custodial partner (Altruist), who are unique in the industry in that they will not engage in cross-selling you products in competition with us, unlike many larger custodians.
We put families first. It is our mantra here.
We take the time to listen and understand your short and long term goals. We work to understand your capacity for risk taking, your tolerance for risk, and your time horizon to build portfolios which are consistent with these critical factors.
At Cowan Capital we are problem solvers, not salespeople. We do not employ salespeople. The focus is on you and your wealth management plan.
Cowan Capital, LLC is an investment advisory firm registered in California, and conducting business in other states where the firm is registered or exempt from registration requirements.
Cowan Capital claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of the CFA Institute. The CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To request a copy of Cowan Capital’s composite please contact us or click here.
