Cool Wealth Management

Cool Wealth Management (CWML) provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. CWML creates a plan to aid in selecting a portfolio that matches each client's specific situation. CWML generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities, although CWML primarily recommends ETFs and index funds.