A complete list of active advisors currently associated with Corley Investment Management
Warmer can help you find a great advisor at Corley Investment Management or one who fits your needs even better.
The firm is an independent registered investment adviser that focuses on high‑net‑worth individuals and provides consulting and introductions to unaffiliated third‑party asset managers rather than direct portfolio management. It offers financial planning and retirement‑related consulting and conducts public and community seminars on topics such as Social Security and retirement income. In client engagements the firm gathers information about goals, financial situation and risk tolerance, assists in selecting a third‑party asset manager, helps with asset allocation and account setup, and provides ongoing supervision of the selected manager. The firm does not execute day‑to‑day trading or accept custody of client assets; it also provides standalone consulting work and educational workshops on a paid basis. Noteworthy aspects disclosed in the brochure include that the firm’s principal is also licensed to sell insurance and may receive commissions on insurance sales, a potential conflict of interest that is disclosed to clients. The brochure also notes that third‑party managers may provide support for seminars and marketing, and that the principal holds industry credentials and participates in volunteer mentoring.
To learn more about the advisors currently working at Corley Investment Management, 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 |
|---|---|---|
Folsom, CA
| 18
|
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