A complete list of active advisors currently associated with Cortina Capital, LLC

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

Cortina Capital, LLC provides discretionary portfolio management to individual and high‑net‑worth clients, developing a written Investment Policy Statement for each account that documents goals, time horizon, and risk tolerance. The firm manages client accounts through a specified custodian and delivers ongoing monitoring and quarterly reporting. The firm’s investment approach blends charting, fundamental, and technical analysis and emphasizes concentrated allocations in mid‑ and large‑cap technology names. Strategies include long and short positions, margin, and options trading—using higher‑risk options strategies (options level 4, including uncovered positions) in taxable accounts and more limited (level 2) options in non‑taxable accounts—making the approach more aggressive and potentially unsuitable for clients with low volatility tolerance or those nearing retirement. Distinctive operational features include a requirement that clients custody assets with a particular broker‑dealer and a practice of not aggregating trades across clients, both of which can affect execution and trade allocation. The firm also states it does not accept performance‑based fees and maintains a written Code of Ethics and procedures for discretionary trading and conflict disclosures.

To learn more about the advisors currently working at Cortina 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 Cortina	Fallbrook, CA	11

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