Cooke Capital, LLC

Description

Dimensional’s investment strategies are supported by extensive historical research, which documents a reward for taking risk. Since the firm was founded in 1981, Dimensional has continued to work with some of the world’s leading financial economists to develop and enhance its strategies.

Charlie Cooke was immersed in the world of dentistry when he was growing up. His father has been a dentist for over 35 years, and as a child, Charlie attended many dental meetings with his father.

Fund shares are not available directly to individuals but are limited to clients of a select group of financial advisory firms like Insight Wealth Strategies. Our relationship with Dimensional is long-standing and based on shared views about how capital markets work and how best to provide clients with a successful investment experience.

Loring Ward’s support services allow advisors to spend more time working with clients and less time dealing with the day-to-day management of operational details. Insight Wealth Strategies receives Loring Ward’s highest level of service including a dedicated administrative team assigned to servicing the needs of our firm and our clients. Loring Ward is headquartered in San Jose, California.

Key decisions about phasing out of or selling your practice need to be made. Even if you walk away from your practice, there are still critical issues that will influence your quality of life.

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