Cognitiant Registered Investment Advisors

Overview

Cognitiant Registered Investment Advisors is an independently owned registered investment adviser organized as a corporation that serves individual and family clients. The firm operates as both an adviser and an insurance broker, charging clients on a percentage-of-assets basis and for some services on an hourly fee schedule. Its advisory offerings include comprehensive financial planning, portfolio management for individuals and small businesses as well as for business or institutional clients, pension consulting, and the selection of third‑party advisers. The firm identifies itself as a capital allocator, meaning it places client capital with external managers in addition to managing public-market allocations. Cognitiant does not report active ESG investing and is not designated as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices