A complete list of active advisors currently associated with Corollary Capital LLC

Warmer can help you find a great advisor at Corollary Capital LLC or one who fits your needs even better.

Corollary Capital LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, offering investment supervisory services and written investment policy statements tailored to each client's goals and risk tolerance. Like many small independent advisers, the firm manages accounts under asset-based fee arrangements and serves as a sole practitioner. The firm implements client strategies using fundamental and cyclical analysis and employs both long- and short-term trading across mutual funds, equities, bonds, ETFs, REITs and similar instruments, with discretionary authority to execute trades. It also makes performance-fee arrangements available to accredited investors and offers financial planning on a fixed- or hourly-fee basis. Noteworthy features include a very small asset base and client roster managed by a single advisor who performs monthly reviews, and a custody policy that requires clients to use the adviser’s recommended custodian rather than permitting client-directed brokers. The combination of a solo practice of this size offering performance-fee agreements, using cyclical analysis and short-term trading, and receiving research or other soft-dollar benefits from its custodian is atypical among peers and may present potential conflicts to consider.

To learn more about the advisors currently working at Corollary Capital 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
Michael Kahn	Ocean, NJ	15

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