Who We Are
At Cognis Group, we believe there’s no such thing as an “average” investor. That’s why we take a personalized, goals-based approach to wealth management – crafting tailored solutions to help you grow and protect your wealth to achieve retirement success. Our fiduciary advisors will guide you every step of the way, providing the expertise and support that you need to retire your way.
• Fiduciary advisors, legally and ethically obligated to put our clients’ interests above our own.
• Hyper-personalized solutions crafted around your unique needs, goals, and aspirations.
• Fee-only advisors – compensated by our clients directly, do not accept commissions/payments from 3rd parties.
OUR INVESTMENT PHILOSOPHY
Our vision is a world where everyone has access to the tools and knowledge to achieve their dream retirement. We believe that a decent retirement is a right that should be accessible to all.
We are backed by a team of CFA Charterholders, CFPs, Plan Consultants, and maintain strategic
relationships with industry renowned Asset Managers and Recordkeepers. Our team is not only well-versed in the complexities of retirement planning but also deeply committed to understanding your unique goals, challenges, and aspirations. Our vision is a world where everyone has the tools and knowledge to achieve their dream retirement. We are driven by the desire to empower you to retire your way, and we’re here to guide you every step of the way.
Our Founder
Andrew Mulindwa, PhD., CFA, FRM
Managing Principal
Andrew is a former Professor of Finance who has successfully transitioned into the role of Investment Advisor. His extensive academic research and deep understanding of financial markets provide him with a unique perspective on investor needs. With over a decade of experience in academia, Andrew has inspired countless students to delve into the complexities of finance.
Currently, as the managing principal at Cognis Group, he leverages his analytical expertise and substantial financial knowledge to develop customized investment strategies that guide clients toward lasting financial success. His methodical approach and wealth of educational experience establish him as a respected authority in creating innovative retirement solutions.
Address
2325 E. Camelback Rd., Ste 400, Phoenix AZ 85016
Phone
(480) 364-7401
We specialize in personalized retirement solutions for small & mid-sized businesses, the self-employed, and individual investors in healthcare.
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LEGAL DISCLOSURE
Cognis Group is a State registered investment adviser, pursuant to the Investment Advisers Act of 1940, as amended, with principal offices in Scottsdale AZ. Cognis Group and its representatives are in compliance with the current filing requirements placed upon registered investment advisers by those states in which it maintains clients. A copy of our current written disclosure statement (Form ADV-Part 2) discussing business operations, services and fees is available upon request or may be downloaded here.
This website does not constitute an offer to provide investment advisory services in any jurisdiction in which such offer would be unlawful under the securities laws of such jurisdiction. The information contained on this site is for informational purposes only and should not be construed as financial, investment, legal, tax, or other advice. By accessing this website, you agree to be bound by the above terms and conditions.
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