Welcome to Cool designs
Empowering financial growth with innovative solutions tailored for modern businesses. Let us help you secure a smarter financial future.
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Reliable Financial Strategies
We specialize in providing effective, scalable financial services that help streamline your operations and maximize your returns.
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Your Trusted Finance Partner
With years of industry expertise, Cool designs delivers personalized financial solutions to meet the evolving needs of our clients.
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Discover how Cool designs empowers your financial goals through innovation and trust.
Driving Financial Success with Tailored Solutions
At Cool designs, we believe in delivering personalized financial services designed to enhance growth and long-term success for individuals and businesses alike.
Our mission is to provide clarity, confidence, and control in your financial journey. From strategic planning to everyday management, we support you every step of the way.
We are committed to simplifying your finances through expert guidance, innovative technology, and a client-first approach.
- Customized financial planning and consulting.
- Innovative tools for better money management.
- Expert support for individuals, entrepreneurs, and corporations to make smarter financial decisions.
Whether you're planning for growth, retirement, or new investments—Cool designs offers the expertise you need to move forward with confidence.
Tailored Financial Solutions
We customize strategies for every client—from startups to enterprises—ensuring smart financial growth and stability.
Trusted Expertise
Our experienced advisors deliver insights backed by data and years of industry knowledge to help you thrive financially.
Transparent & Secure
At Cool designs, transparency, integrity, and data security are at the core of every client relationship we build.
Portfolios Managed
Billions in Assets
Risk Assessments
Industry Awards
Financial Solutions
Tailored strategies to grow and protect your wealth in today's complex markets
Investment Management
Custom portfolio strategies designed to meet your financial objectives with disciplined risk management.
Risk Assessment
Comprehensive analysis of market exposures and tailored hedging strategies to protect your assets.
Corporate Finance
Capital structure optimization, M&A advisory, and strategic financial planning for businesses.
Tax Planning
Proactive strategies to minimize tax liabilities while maintaining compliance with regulations.
Wealth Preservation
Multi-generational planning including trusts, estate strategies, and philanthropic solutions.
Financial Reporting
Comprehensive performance analysis and transparent reporting for informed decision-making.
Financial Leadership
Our seasoned executives bring decades of Wall Street experience and innovative financial strategies
Michael Reynolds
Chief Executive Officer25+ years in investment banking and wealth management. Former MD at Goldman Sachs.
Elizabeth Chen
Chief Investment OfficerPortfolio strategy expert with CFA and PhD in Financial Economics from Wharton.
David Mitchell
Head of Risk ManagementSpecializes in derivative hedging strategies and volatility analysis since 2008.
Financial Questions
Expert answers to common wealth management and investment queries
What's your minimum investment requirement?
We work with clients across asset levels, with dedicated services starting at $250,000 in investable assets. Our boutique approach ensures personalized attention regardless of portfolio size.
How do you protect client assets?
All client assets are held with top-tier custodians like Pershing and Fidelity. We implement layered security protocols including two-factor authentication, encrypted communications, and regular third-party audits.
What's your investment philosophy?
We combine fundamental analysis with quantitative models, focusing on quality assets with sustainable cash flows. Our core principles emphasize diversification, tax efficiency, and disciplined rebalancing.
How are fees structured?
We operate on a transparent fee-only basis (typically 0.75%-1.25% AUM), with no hidden commissions. Fees are calculated quarterly based on assets under management, aligning our success with yours.
Do you provide tax planning services?
Yes, our CPAs and tax specialists integrate tax strategies with investment decisions, including tax-loss harvesting, charitable giving strategies, and estate planning coordination.