Our Values

Treat others as you would like to be treated. This maxim has a long and storied cultural legacy. As a concept of "the ethic of reciprocity," it has its roots in a wide range of world cultures. As the guiding principle for our firm, this ethical code is apropos to contravene the era of distrust in the investment industry. By embracing this axiom at Cognios, we will treat investors and other partners (and employees) in a uniquely respectful manner.


The term "Cognios" comes from the word "cognition," which stems from the Latin verb "cognosco," meaning, to learn or to conceptualize. We chose this name because we feel it evokes a thought-provoking nature that is inherent in all of our work. We want our clients to be curious and educated about their investment decisions.

We seek opportunities to educate and inspire, both for our investors and ourselves. We strive to add value and contribute to the success of our clients through education, research, intellectual capital and thought leadership.


Cognios believes transparency is much more than sharing strategy, performance data and portfolio characteristics with advisors and their clients. Transparency is a way of operating, a value that must be engrained in the culture of an organization. Cognios promises to provide open, honest and objective communications about your investments.


By continually putting our clients' interests as our first priority and being forthcoming in all ways, we cultivate deep relationships and foster trust. To demonstrate our commitment to open and honest communication, Cognios provides advisors with direct access to our portfolio managers.

The Cognios Funds are not suitable for all investors. Subject to investment risks, including possible loss of the principal amount invested.

An investor should consider investment objectives, risks, charges and expenses carefully before investing. Click Here to obtain a prospectus which contains this and other information, or call 855.254.6467. Read the prospectus carefully before investing.

The Cognios Funds are distributed by ALPS Distributors, Inc., 1290 Broadway, Ste 1100, Denver, CO 80203.

Not FDIC Insured - No Bank Guarantee - May Lose Value.