A complete list of active advisors currently associated with Corrales & Co.

Warmer can help you find a great advisor at Corrales & Co. or one who fits your needs even better.

Corrales & Co. provides ongoing portfolio management and financial planning for individual and high‑net‑worth clients, preparing written investment policy statements and offering discretionary account management. The firm also offers no‑fee subscription communications and periodic educational seminars, and it may direct client assets to third‑party managers and alternative vehicles such as private equity, real estate funds, and private placements. Investment decisions are informed by a mix of methods—fundamental, quantitative, technical, charting and modern portfolio theory—and the firm employs long‑term trading and, at times, margin transactions. Corrales & Co. conducts due diligence on outside managers and may place client assets in separately managed accounts or fund structures when appropriate. Notably, the firm has an ownership affiliation with a separate investment manager (PineTree Asset Management LLC) and works with sponsored or syndicated fund vehicles, arrangements that are uncommon among peer team firms and that the brochure identifies as potential conflicts managed through disclosure and internal controls. The firm also discloses affiliated broker‑dealer and insurance activities and requires clients to acknowledge and use specified custodians, a mix of relationships and practices that differentiates it from many similar advisers.

To learn more about the advisors currently working at Corrales & Co., 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.