Solution(s) for DIY investors…

families, retirees, entrepreneurs, value appreciators, capital allocators, private lenders, educated gamblers, equity option traders, and/or savvy outsourcer(s) who wish to retain my services for specific projects.

Customized Services “A la Carte”:

“tailored baskets” - targeting a specific portfolio theme of your choice.   

         -water                    -agriculture                           -oil& gas
         -food                     -metals &mining                -green power
          -biotech                 -medical technology            -custom theme  

Here’s how it works: you pick the investment theme you feel strongly about, we do the homework and supply you with at least five recommendations.  

Tell us where you see the opportunity.  We’ll do the homework and investigating.  Then share our best results with you. 

*Daniel Cook on assignment!    [$750]

“swing-trades & options” - supplementing your online brokerage account

We help keep you connected!

Here’s how it works: you already have an online brokerage account or financial advisor that you trust, but you also understand that mastering the market is a lifelong endeavor. 
 
Save yourself time and energy by tapping into Daniel Cook's unique insights and experience. Expect to receive relevant market commentary, news announcements and timely trading ideas…helping to keep you informed about the information that may impact your investments.

Subscribe today…    [$1000 annually]  or  [$575 half-year]
     

**relevant information will be communicated via email (or phone) as market conditions warrant.

“Savvy Outsourcers” - working on something more specific?

Here’s how it works: you talk with us about your agenda or targeted initiative.  If we are equipped for the job you can recruit us to work for you or with you on your specific project.

Ideas for the Savy Outsourcer

*Daniel Cook on Retainer!     [terms are negotiated]

Consulting Agreement

“Alternatives to Wall Street” - helping you pursue Impacting Investments

Are your social goals being reflected in your portfolio?

Here’s how it works: first you Customize Your Impact

Upon learning about your specific desires and/or initiatives… we can begin investigating opportunities for you that are outside of the stock market; closer to Your Street!

A portfolio manager will work with you to make sure that your investments are matching up with your financial and social needs.  Who says that return on investment should only be measured in dollars?

*imagine a world where people diversify their portfolio by investing in their community

**we can help you facilitate the process    [terms are negotiated]

IMPORTANT – checks for Advisory Services should be made payable to
“Daniel T. Cook & Partners”