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Cooke Capital at a Glance

  • Nearly two decades serving dentists and their families
  • Located in Goldsboro and Wilmington, North Carolina
  • Management based on the work of leading academics, including Nobel Laureate Dr. Harry Markowitz and behavioral finance pioneer Dr. Meir Statman
  • Financial Models utilizing the Dimensional Fund Advisors (DFA)
  • Ability to Custody Assets at the largest RIA custodians in the industry including: Fidelity, Pershing, Schwab, and TD Ameritrade
  • Fee-based investment portfolios and retirement plan solutions
Check the background of this firm/advisor on FINRA’s BrokerCheck.