Investment Management

As full-time manager of your investments, Cognate Holdings assigns a relationship manager, dedicated portfolio manager and administrator to your account. Together, with you, our team develops an appropriate investment strategy based on your objectives both now and in the future.

Wealth Planning

We assist individuals and families to define estate plans and to understand alternatives. Our advisors work with your attorney, reviewing documents and following up to ensure that the estate plan is on schedule and on target.

Tax Planning

Cognate Holdings works with your accountant to develop a tax plan that will consistently benefit you, your family and your investment portfolio.

Nest Egg

Our Easy Investing Option

Nest Egg is Cognate Holdings ’s easiest investment option. Open a Nest Egg account from anywhere – your phone, tablet, desktop or stop by our Kimberton branch to begin investing today. Our friendly staff will provide helpful literature on what Nest Egg is all about.

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