As an employee owned investment manager our success is dependent on the success of our clients. Our focus is on best in class investment results and superior client service.
The Small & Mid Cap market segments generally have greater return potential than overall market and fundamental research adds greater value.
Cold Creek’s investment philosophy and process have a proven long term track record of delivering strong results.
Our team has over 50 years of combine experience constructing investment portfolios. We have the knowledge and temperament to steer through all market and economic cycles.
Cold Creek employs a proprietary fundamental research based investment process which provides consistency in portfolios across all economic environments.
Cold Creek’s founders and principals have deep Organized Labor roots. Family involvement has included elective office on both local & international levels as well as membership organizing roles.