A complete list of active advisors currently associated with Corcovado Investment Advisors, LLC

Warmer can help you find a great advisor at Corcovado Investment Advisors, LLC or one who fits your needs even better.

The firm provides discretionary portfolio management to high-net-worth individuals through separately managed accounts and integrates financial planning into those advisory engagements. It also offers non-advisory consulting and litigation support/expert witness services that are performed and billed separately from its investment management business. Corcovado employs a top-down asset-allocation process supported by ongoing research and advanced statistical techniques, including risk parity, modern portfolio theory, and volatility-targeting, and constructs portfolios across equities, fixed income, and ETFs. Where appropriate, the firm uses listed equity and index options (e.g., protective puts and covered calls) and proprietary option-pricing tools to tailor hedging and risk-management solutions while managing accounts on a discretionary basis. Compared with many solo independent advisers, the firm discloses and provides performance reporting (including semiannual reports comparing performance to benchmarks), a practice that is uncommon among peers. The firm’s managing member brings multi-decade institutional experience, and the adviser previously maintained a Commodity Trading Advisor registration for proprietary trading and continues to devote a portion of time to expert witness and litigation-support engagements.

To learn more about the advisors currently working at Corcovado Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Joseph Pach	San Francisco, CA	1

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