Back to Help Center
About CognisCognis Group

Does the platform accommodate self-directed trading alongside managed accounts?

Direct answer

Yes. Clients have access to commission-free self-directed trading for isolated positions, alongside fully advisor-assisted model execution overseen by a dedicated Cognis fiduciary.

Yes. Through its institutional partners, the platform supports flexible execution models. Clients have access to commission-free self-directed trading if they want to manage isolated positions, alongside fully advisor-assisted model execution where a dedicated Cognis Retirement Group fiduciary oversees direct-indexing strategies and private placement distributions.

Download a branded PDF copy

Enter your name and email to download this article as a branded PDF. We'll occasionally share insights for healthcare professionals — no spam, unsubscribe anytime.

By downloading, you agree to be contacted by Cognis Retirement Group. We respect your privacy and never share your information.

Still need help?

Submit a question or schedule a consultation with a Cognis fiduciary advisor.

We use cookies to understand how visitors use our site and to improve your experience. By clicking "Accept", you consent to the use of cookies. See our Privacy & Cookies Disclosure.