Our Investment Philosophy is a set of core beliefs about how markets work (or fail to work) which informs our investment decision-making and guides the implementation and management of our clients’ investments.
We take a research-based approach to investing that focuses on diversification, discipline, cost minimization, and moderation of or adaptation to investor behavioral biases to optimize investment outcomes.
Andrew is founder and managing principal at Cognis Retirement Group®
He brings over 25 years of academic and industry experience in the financial services industry. Andrew is responsible for the overall success of Cognis Retirement Group®. His main role is strategic leadership - responsible for leading the development and execution of long-term strategies, with the goal of increasing firm value. In addition, Andrew acts as chair of the Investment Committee for client engagements responsible for providing well-founded and documented advice on the firm’s overall investment strategy.
Andrew graduated from the University of Nevada, Las Vegas with a Bachelor of Science degree in Accounting. He received a dual MBA/ MSc in Finance degree from Boston College and went on to earn his PhD in Financial Economics from University of New Orleans.
Andrew is a CFA®-Charterholder and holds the Financial Risk Manager (FRM®) certification. He resides in Phoenix and continues to teach at local universities when time allows.
Sofia is our Client Relations Manager.
As client relations manager, Sofia serves as liaison with our corporate and individual clients, building relationships with key clients, scheduling regular client meetings to ensure a great client experience. She also acts as a point of contact for client issues and concerns to resolve them or escalate them as appropriate.
She works alongside our financial advisors to help execute all aspects of the client experience - working with sales and business development to complete requests for proposals/information, managing client onboarding, planning and scheduling client reviews. Sofia exhibits a 'can-do' spirit with excellent communication skills.
Prior to joing CRG, Sofia worked with Viking Cruises in client relations. She is originally from Lancaster CA and enjoys spending time with her daughter in her free time.
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Cognis Retirement Group® (“CRG®”) is a State Registered Investment adviser (RIA), pursuant to the Investment Advisers Act of 1940, as amended, with principal offices in Scottsdale AZ, and branch offices in Greenwood Village CO and Orlando FL.
CRG® and its representatives are in compliance with the current filing requirements placed upon registered investment advisers by those states in which CRG® maintains clients. Copies of CRG’S current written disclosure brochure (Form ADV-Part 2A) and client relationship summary (Form CRS) discussing CRG’s business operations, services, fees, and client relationships are available from Cognis Retirement Group® upon request or may be downloaded from this site under our Legal Disclosures.
This website contains general information about our investment advisory services. It does not constitute an offer to sell investment products or provide advisory services in any jurisdiction in which such offer would be unlawful under the securities laws of such jurisdiction. The information 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.