Making our experience count. The most crucial issues; such as asset allocation and manager selection, are handled by Cobalt Capital’s managing directors, not by young analysts.
Intellectual leadership. Since our only stock-in-trade is our intellectual capital, it is important that Cobalt Capital represent the cutting edge in every area that will have an important effect on the growth of our clients’ wealth. We happily share our knowledge with investors, primarily via our monthly capital markets reports and our series of Cobalt Capital White Papers.
Centralized knowledge base. At most firms a client receives only the benefit of the knowledge the specific consultant has. At Cobalt Capital, the firm’s knowledge base is centralized and is available to all consultants and by extension to all of our clients.
Performance reporting and monitoring. Cobalt Capital reports are the best in the industry. They are not only accurate and timely, but in addition we put our clients’ results in perspective, telling them in plain English how their portfolios have performed and whether there are issues that should be dealt with during that period.
Organizational stability. Cobalt Capital has a senior management team whose sole job it is to run the company like a business. For our clients, this translates into minimal personnel turnover, seamless account servicing, and the assurance that Cobalt Capital will be around to advise their grandchildren.