Our services include creating customized investment strategies based on each client’s risk tolerance, investment goals, and time horizon. The firm offers access to a wide range of proprietary and nationally recognized asset managers while maintaining independence from any specific investment product or firm. Cowan Capital’s approach to tax planning is to maximize tax efficiency and minimize tax liabilities by reducing portfolio turnover and setting tax budgets if required. The firm provides guidance on estate planning best practices to ensure that client’s assets are distributed in accordance with their wishes while minimizing estate taxes.
In addition to its investment advisory services, Cowan Capital provides guidance on retirement planning. and charitable giving strategies. The firm takes a holistic approach to wealth management, recognizing that a client’s financial well-being is influenced by a wide range of factors beyond their investment portfolio. Financial plans are available upon request.
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.
