About Kane Davis Cooper
When we originally founded our business, our vision was clear – to improve and protect the financial standing of our clients, their families, and their descendants and to guide them towards their ultimate financial goals.
As we started our company, we observed the need for something different from what other financial companies provide. To meet this need, we grew our company on the following principles:
- Independent and neutral third party advice
- Comprehensive and pro-active financial solutions
- Coordination with other client advisers, such as accountants and attorneys
- Academic-based investment approach
Kane Davis Cooper does not make or market any of our own products; therefore, any recommendations we make are solely in the best interests of our clients.
Our on-going wealth management strategies incorporate financial planning, investment management, tax and estate planning, together with risk management. Our service is created to make sure that you always feel well informed and on the right path to achieving your goals. As a reliable and dependable partner keeping vigil over your financial well-being, we bring you the peace of mind that is frequently looked for but rarely found.
Kane Davis Cooper liaises with your other advisers to integrate all financial arrangements leaving you free to pursue your other goals and ambitions worry free.
Today, our vision is alive across the numerous families, individuals and institutions that enjoy the benefits of our expertise worldwide. We remain determined to continue with our mission to help clients reach their financial goals and ambitions. Our standing is reflective of the diligence and competence that we attach to our clients’ priorities and wealth management.