Rethinking the way to invest.

Welcome to something different.

Cognitive Investments (CI) 

We're a new kind of investment advisor.

Our objective is to protect and grow our clients’ wealth for the long term. 


CI views wealth differently from traditional investment advisors. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).


For each client’s material wealth, we build a personalized mix of CI’s own boutique investment strategies. These have the freedom to invest in a uniquely global and unconstrained way. They are designed to protect and grow our clients’ assets even through turbulent times. 


As for human wealth, CI sees the “whole” client, supporting and assisting in their business growth, personal growth, and asset growth. Our clients become members of our exclusive CI network, which works collaboratively to maximize each client’s business and personal potential. Our team is available exclusively to you, via a private, direct channel, to provide information, experience, and advice. In addition, we have a wide range of vetted recommendations for all your needs, locally and globally. 


CI provides transparency, personal relationships, and unequaled support to our community of investors/clients.


TALK WITH CI

RETHINKING ASSET MANAGEMENT

Material Wealth

For each client, we build a personalized mix of CI’s boutique investment strategies, all of which leverage our unique Knowledge Platform.

Need international tax and estate planning? Moving to New Zealand? Want to keep gold bars in Switzerland? Or just penciling out your monthly budget? CI is partnered with a team of global specialists that can help our clients deal with nearly anything that comes their way.


TALK WITH CI

Top Down Strategies

Stock and bond indices, foreign currencies, commodities

  • CI STRATEGIC WEALTH

    Diversified asset allocation strategy. Actively moves to capture big waves in financial markets before they become apparent to others.  Aims to protect you from big market drops and to seize extraordinary market opportunities. 

    Four variations: CONSERVATIVE, MODERATE, GROWTH, AGGRESSIVE


    Targeting 4%-7% annual returns

    READ MORE
    CI STRATEGIC WEALTH
  • CI MACRO

    Total freedom to capture big market waves, long and short, across a wide range of stocks, bonds, currencies and commodities. 


    Targeting 5%+ annual returns


    Read More
    CI MACRO

Top Down

Strategies



Stock and bond indices, foreign currencies, commodities

  • CI STRATEGIC WEALTH

    Diversified asset allocation strategy. Actively moves to capture big waves in financial markets before they become apparent to others.  Aims to protect you from big market drops and to seize extraordinary market opportunities. 

    Four variations: CONSERVATIVE, MODERATE, GROWTH, AGGRESSIVE


    Targeting 5%-9% annual returns

  • CI MACRO

    Total freedom to capture big market waves, long and short, across a wide range of stocks, bonds, currencies and commodities. 


    Targeting 7%-12% annual returns


CI STRATEGIC WEALTH

Diversified asset allocation strategy. Actively moves to capture big waves in financial markets before they become apparent to others.  Aims to protect you from big market drops and to seize extraordinary market opportunities. 

Four variations: CONSERVATIVE, MODERATE, GROWTH, AGGRESSIVE


Targeting 4%-7% annual returns

READ MORE

CI MACRO

Total freedom to capture big market waves, long and short, across a wide range of stocks, bonds, currencies and commodities. 


Targeting 5%+ annual returns

READ MORE

Bottom Up Strategies

Investments in individual businesses 

  • CI EQUITY

    Deliberately targets stocks that are ignored by other investors. These stocks have the potential to be deeply mis-priced by the market and can offer exceptional returns, doubling or tripling in value. 


    Targeting 12%+ annual returns 

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    CI EQUITY
  • CI INCOME

    Identifying stocks with under-appreciated potential to pay out cash dividends to investors.


    Targeting 2%-4% annual income yields.


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    CI INCOME

Bottom-Up  Strategies

Investments in individual businesses 

  • CI EQUITY

    Deliberately targets stocks that are ignored by other investors. These stocks have the potential to be deeply mis-priced by the market and can offer exceptional returns, doubling or tripling in value. 


    Targeting 15%+ annual returns 

  • CI LAUNCH

    Targets extraordinary private opportunities uncovered via our Knowledge Platform. Can be small, flexible, and opportunistic. 


    Targeting 25% IRR

    CI LAUNCH

CI EQUITY

Deliberately targets stocks that are ignored by other investors. These stocks have the potential to be deeply mis-priced by the market and can offer exceptional returns, doubling or tripling in value. 


Targeting 12%+ annual returns

READ MORE

EXPLORE THE CI
  KNOWLEDGE PLATFORM

GO EXPLORE!

RETHINKING LONG TERM INVESTMENT

Human Wealth

Our clients are building their next big thing.
We’ve got their back.

Your material wealth was created in the past. Human wealth shapes what you will accomplish in the future.


We bring our clients directly into our Knowledge Platform, giving them personalized intelligence, ideas, and contacts to help them maximize their own strategic decisions.  Whether our clients are managing a global industrial business, launching a tech startup, planning a career change, or just buying real estate in a new city, CI’s Knowledge Platform helps them get the most out of each decision. 

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