Second-Generation Partners of Cooke Financial Group were named to the Forbes Best-In-State earlier this year
INDIANAPOLIS, Aug. 31, 2022 /PRNewswire/ — Sanctuary Wealth, home to the next generation of elite advisors, proudly announces that Chris and Brian Cooke of Cooke Financial Group have been named to the Forbes 2022 list of America’s Top Wealth Advisors for the fifth consecutive year. The team is headquartered in Indianapolis and is the founding team on Sanctuary’s exclusive partnered independence platform.
So far in 2022, SHOOK research has received over 36,000 nominations from advisors to be considered for the annual rankings, all of whom were researched, interviewed, and assigned a ranking based on an algorithm of qualitative and quantitative criteria. The coveted list is comprised of 250 advisors from around the country.
“It is no surprise that Chris and Brian Cooke are being recognized as top wealth advisors in the country. The pair truly exemplifies Sanctuary’s ethos of elite advisors achieving their full potential while embracing partnered independence,” said Jim Dickson, CEO and Founder of Sanctuary Wealth. “We continue to be in awe of the success Cooke Financial Group has accomplished since partnering with Sanctuary, and know they are valuable assets to our network.”
Cooke Financial Group was founded more than 53 years ago by Chris and Brian’s father, John Cooke. The two brothers joined their father in 1992 and have both earned the Certified Investment Management Analyst (CIMA®) accreditation.
“Our gratitude always goes to our fantastic clients and our terrific teammates. Brian and I are the figureheads that get the award, but there are so many people who have helped us and deserve equally wonderful recognition,” said Chris Cooke, Partner, Cooke Financial Group. “We are also thankful to the Forbes/Shook organization for highlighting the best of our financial services people and their high character. There is too little of this in our world today!”
Chris Cooke’s industry recognitions and honors include Forbes’ Best-In-State Wealth Advisers 2018-2022; Barron’s Top Advisor’s List for the State of Indiana for the ninth time in 2022; Barron’s Top 1000 Financial Advisors in America 2010-2013; Barron’s Top 1,200 Advisors 2010-2016, 2021-2022, and seven times to Financial Times’ Top 400 Financial Advisors in America list. He was also presented the Five Star Wealth Manager award, administered by Crescendo Business Services 2012-2021.
“Chris and I are so proud to be included in the 2022 Forbes Top 250 Wealth Advisors list. We are surrounded by an amazing team at the Cooke Financial Group and are very fortunate to work with such wonderful clients,” commented Brian Cooke, Partner, Cooke Financial Group.
Brian Cooke’s other industry recognition and awards include Forbes’ Best-In-State Wealth Advisers 2018-2022; Top 10 Financial Advisors in the State of Indiana issued by Barron’s 2010-2016; Barron’s Top 1000 Financial Advisors in America 2010-2013; Barron’s Top 1,200 Financial Advisors in America 2010-2016, 2021-2022; Financial Times Top 400 Financial Advisors 2013, 2014, 2016, 2017, 2018, 2019. He was also named to the 40 Under 40 Hall of Fame of the Indianapolis Business Journal and Indy’s Best & Brightest, Winner in Banking/Finance issued by Junior Achievement of Central Indiana, Inc.
The Forbes America’s Top Wealth Advisors ranking, developed by SHOOK Research, is based on an algorithm of qualitative criterion—mostly gained through telephone and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
About Sanctuary Wealth
Sanctuary Wealth (sanctuarywealth.com/) is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Sanctuary Wealth’s ecosystem of partnered independence provides a complete technology and operations platform, as well as support from a community of like-minded advisors and the resources of invaluable affiliated businesses. Currently, the Sanctuary Wealth network includes partner firms in 27 states across the country with approximately $25 billion in assets under advisement. Sanctuary Wealth includes the fully owned subsidiaries; Sanctuary Advisors LLC, an SEC-registered investment adviser, Sanctuary Securities, Inc. a FINRA member broker-dealer as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Family Office.
CONTACT: Michaela Morales
JConnelly
973 224 7152
mm******@jc*******.com” class=”link”>mm******@jc*******.com
View original content to download multimedia:https://www.prnewswire.com/news-releases/sanctuary-wealths-chris-and-brian-cooke-named-to-forbes-2022-americas-top-wealth-advisors-list-301615541.html
SOURCE Sanctuary Wealth
Wall Street icon Carl Icahn has a warning for his fellow investors: “The worst is yet to come.” Speaking on Wednesday at MarketWatch’s Best New Ideas in Money festival via a remote feed, the 86-year-old Icahn delivered that grim assessment of the economy, but also spoke of areas of opportunity for investors.
Nio and XPeng both recently had new launches, but macroeconomic conditions look to be hitting the stocks.
Stocks fell sharply after the Federal Reserve announced Wednesday that it was raising its benchmark rate by three quarters of a percentage point as it battles inflation, with the S&P 500 continuing a slide described by Bespoke Investment Group as its third leg down.
THE MONEYIST Dear Quentin, I am a senior citizen and have suffered major losses to the tune of $100,000 in the recent stock market turmoil. Can I sue my financial adviser? I understand the dynamics of the market as far as its ups and downs, and have ridden them out before.
Nvidia (NVDA) stock has been through the wringer this year and even the latest announcements made by the chip giant at its fall GTC gathering didn't really help to move the needle on the shares. NVIDIA announced the launch of the next-generation GeForce RTX 40 Series GPUs powered by the Ada Lovelace architecture. In his keynote, CEO Jensen Huang called the new GPU a “quantum leap” which will give creators the ability to build fully simulated worlds. The H100 — touted as the most powerful AI-foc
Consider all the attention given to a possible “double bottom.” A double bottom occurs when the market forms an initial low, rallies for a while, subsequently falls back to that initial low but doesn’t fall significantly lower, and then begins a major new leg up. The comments about double bottoms made by Robert Edwards and John Magee, authors of the Bible on technical analysis entitled “Technical Analysis of Stock Trends,” are telling.
In this article, we discuss 15 best stocks to invest in right now. If you want to see some more stocks in this list, click 5 Best Stocks To Invest In Right Now. According to a Bloomberg report dated August 24, the Goldman Sachs Group noted that elite hedge funds are strengthening their stakes in […]
The major investment bank Morgan Stanley has been sounding alerts about the increasingly difficult economic conditions for several months now, and the firm’s chief US equity strategist Mike Wilson headed up a recent note on the topic of defensive investing, especially dividend investing. Wilson lays out a clear strategy for dividend investors, starting with the fact that the best dividend stocks, by their nature, provide an income stream that is both secure and stable, and will provide protectio
The ‘70s are coming back in a big way, and while that’s not so bad in fashion or in music, it’s safe to say that no one really wants that ‘70s economy back. That was the decade that brought stagflation, a nasty mix of high inflation, increasing unemployment, and stagnant job growth. Economists had long thought that combo impossible, but the economic mismanagement of the Carter Administration proved them wrong. At least one top economist, Mohamed El-Erian from Allianz, sees a stagflationary perio
In this piece, we will take a look at the ten stocks to sell now according to Orkun Kilic’s Berry Street Capital. If you want to skip our introduction of the hedge fund and jump ahead to the top five stocks in this list, then head on over to 5 Stocks to Sell Now According […]
U.S. stocks fell in volatile trading Wednesday afternoon as the Federal Reserve dealt another outsized interest rate hike in its fight against stubborn inflation.
An annuity can be an appealing option to build your retirement nest egg. Adding guaranteed retirement income to your retirement can give you financial stability. But the exact amount that you'll get from an annuity each month will vary. Let's … Continue reading → The post How Much Does a $200,000 Annuity Pay Per Month? appeared first on SmartAsset Blog.
Earlier this year, markets were complacent as Russia massed troops on the Ukraine border. Now, they're once again largely shrugging off Vladimir Putin's signal that he could be prepared to use nuclear weapons. World shares weathered an early knock to risk appetite on Wednesday after Putin mobilised more troops for Ukraine and threatened to use all of Russia's arsenal against what he called the West's "nuclear blackmail" over the war there.
(Bloomberg) — Federal Reserve Chair Jerome Powell warned that the US housing market is likely to suffer a reversal in the wake of policy makers’ interest-rate hikes.Most Read from BloombergPutin Calls Up More Troops, Resumes Nuclear Threat Over UkrainePowell Signals More Pain to Come With Fed Sending Rates HigherCitadel’s Griffin Brings Billions to Miami With Political Winds at His BackUkraine Seizes Dozens of Russian Tanks Left by Fleeing ForcesTrump Sued by New York Over ‘Fraudulent’ Asset Va
The Fed is ready to bring the pain. Weeks ago, Federal Reserve Chair Jerome Powell cautioned there would be “some pain to households and businesses” as the central bank jacks up interest rates to fight inflation that’s higher than it’s been in four decades. Powell and other members of the Fed’s Federal Open Market Committee matched Wall Street expectations Wednesday with a 75-basis-point hike to the federal funds rate, a repeat of the Fed’s previous decisions in June and July. That increase will once again impact credit-card rates, car loans, mortgages and of course, investment portfolio balances.
In a market-moving announcement last week, FedEx withdrew its FY23 earnings forecast, citing a volatile operating environment.
In this article, we will look at the 10 best defensive stocks to buy according to Ray Dalio. If you want to explore similar stocks, you can also take a look at 5 Best Defensive Stocks to Buy According to Ray Dalio. Ray Dalio is a billionaire investor and hedge fund manager of Bridgewater Associates, […]
Shares of Nvidia (NASDAQ: NVDA) surged higher Wednesday, jumping as much as 3.3%. The catalyst that sent the semiconductor specialist higher was analyst reaction to announcements made during Nvidia's 2022 Global Technical Conference (GTC). Oppenheimer analyst Rick Schafer maintained his outperform (buy) rating and $250 price target on the stock, which represents 90% upside for investors compared with Tuesday's closing price.
The stock market whipsawed lower as the Fed hiked rates by 75 basis points and forecast a new terminal rate of 4.6%.
Michael Saylor, chairman and co-founder of MicroStrategy Inc. (MSTR) said bitcoin could go back to $68,990, its peak reached in November “sometime in the next four years,” and could reach $500,000 in the next decade if it matches the market cap of gold. MicroStrategy is also making developments on the Lightning network, a payment protocol layered on the Bitcoin network, Saylor told MarketWatch Editor-in-Chief Mark DeCambre at the Best New Ideas in Money Festival Wednesday. “We’re building Lightning wallets that can be deployed to enterprises, say that you can give it (bitcoin) to 1,000 of your employees in an afternoon, or lightning walls where you can wrap your websites with a layer of digital energy to protect it from cybersecurity attacks,” Saylor said.
About Author
