Cobalt Private Wealth LLC

Cobalt Private Wealth LLC provides ongoing portfolio management and financial planning to individuals, high-net-worth individuals, and charitable organizations, tailoring advice to clients’ goals, time horizons, and documented risk tolerances. Services include preparing individualized Investment Policy Statements, designing asset allocation and rebalancing strategies, regular portfolio monitoring, and reviews of existing holdings across mutual funds, equities, fixed income, ETFs (including precious metal ETFs), real estate funds, hedge funds, and private placements.

The firm’s investment process combines fundamental and technical analysis and uses both long-term and short-term trading approaches. Notably, Cobalt employs options and other derivatives strategies — including covered and uncovered options and spread strategies — within separately managed accounts, a practice that the brochure highlights and that is relatively uncommon among its independent-firm peers.

Distinctive operational features include managing all client assets internally rather than delegating to third-party subadvisers and generally directing clients to a chosen broker-dealer for trade execution while disclosing the potential effects on block trading and execution. The firm maintains limited custody via written fee-deduction authority, documents detailed proxy-voting and code-of-ethics procedures, and operates with a modest client base and assets under management, which may influence account concentration and service dynamics compared with larger advisory firms.