Cougar Global Investments - An Enlightened Approach to Traditional Wealth Management

Highly Personalized Customer Service

Cougar Global has a total of 11 professionals dedicated to looking after client needs quickly, courteously and effectively. Included in our services we perform banking for our clients who require periodic income or who have other banking requirements. A Certified Financial Planner offer a complete range of financial planning services including tax, estate and succession planning.

Cougar Global performs all portfolio accounting and management functions in-house, unlike most Investment Counselors. By performing these functions in-house, Cougar Global ensures statements are clear, concise and accurate. Our in-house capabilities enable us to provide reports that are customized with the precise information specified by clients’ accountants or by managers of family offices. Custodians hold securities in safe keeping for clients. For further information, please refer to the “Client Services” section, or contact us directly.