A complete list of active advisors currently associated with Corinthian Partners Asset Management LLC

Warmer can help you find a great advisor at Corinthian Partners Asset Management LLC or one who fits your needs even better.

Corinthian Partners Asset Management LLC provides investment advisory services to individuals (including high‑net‑worth clients), trusts, estates, corporations and pension/profit‑sharing plans, managing roughly $62.9 million for about 226 clients through a small team of advisors. It offers both discretionary and non‑discretionary portfolio management, ongoing financial planning based on the CFP Board’s seven‑step process, and ad hoc consulting services. The firm implements fixed‑income, balanced and equity strategies and uses a mix of analytical methods — fundamental and technical analysis, charting, quantitative models, cyclical analysis and modern portfolio theory — to construct portfolios, employing both long‑ and short‑term trading as well as options and short sales when appropriate. CPAM updates client risk tolerance and objectives prior to recommendations and provides periodic reviews and trade confirmations via custodial reporting. Notably, CPAM is a wholly owned subsidiary of Corinthian Holdings and is affiliated with Corinthian Partners, LLC, a full‑service broker‑dealer and investment banking affiliate that has executed client trades and clears through RBC Capital Markets — an affiliation that is uncommon among peer team firms. The firm discloses the option for clients to route execution to the affiliated broker‑dealer, maintains a written Code of Ethics and monitors personal trading, and uses RBC for custody and clearing services.

To learn more about the advisors currently working at Corinthian Partners Asset Management 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.