Steben & Co Inc

Cookson Financial LLC, a Registered Investment Advisor based in Excelsior, MN, specializes in providing expert investment advice and portfolio management to a select group of individuals, trusts, foundations, and endowments. With a commitment to personalized service and integrity, the firm combines its independent approach with world-class financial products and services through its custodian, Charles Schwab & Co. Led by Managing Partner Matthew L. Cookson, who brings over 22 years of financial analysis experience, Cookson Financial adheres to Modern Portfolio Theory, emphasizing a diversified investment strategy to maximize returns while minimizing risk. The firm also pledges to donate at least 5% of its income from charitable accounts to deserving causes, reflecting its dedication to community and client welfare. Generated from the website

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