Cortland Associates Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$929,900,000
Clients
380
Advisors
4
across 2 offices
About
Cortland Associates is a fee-based investment adviser that manages discretionary equity and balanced portfolios for individuals (including high-net-worth clients), trusts, retirement plans, endowments and similar organizations, with a stated account minimum typically at $500,000. The firm reports managing approximately $958 million in client assets through a small team of advisors and provides regular account appraisals and quarterly performance reviews to clients.
The firm follows an all‑cap value equity strategy combined with a customized balanced strategy that allocates to short/medium duration, investment‑grade fixed income when appropriate, and emphasizes concentrated portfolios with a limited number of holdings. Investment decisions are driven by detailed fundamental research — including financial analysis, company visits and industry interviews — and the firm exercises discretionary trading authority while tailoring allocations and excluding client‑directed securities restrictions when requested.
Compared with many peers, Cortland operates with relatively high assets per adviser and participates in wrap‑fee programs, and its principals are involved in private art and collectible investment vehicles that may be offered to clients (with disclosed conflicts and an agreement to cease management of assets invested in those vehicles). The firm’s practice of providing firm‑level and account performance materials, including hypothetical or illustrative results in its disclosures, and its trading rotation among custodians are also features that distinguish it from most firms in its category.
Client services
Expertise
Fee options
1.00% annually or 0.25% per quarter of the average quarterly assets under management
Account minimum: $500,000
Main office
See office8000 Maryland Avenue, Suite 730
St. Louis MO 63105
Advisors at this office
3
Offices (2)
Most active in
California · Colorado · Connecticut · Florida · Illinois · Indiana · Massachusetts · Michigan · Missouri · Nebraska · New Jersey · New York · North Carolina · Texas · Virginia
Also doing business as
Cortland Associates Inc · Cortland Associates, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Thomas P
Series 65
St. Louis, MO
Cortland Associates Inc
Thomas Podlesny is a financial advisor with Cortland Associates Inc. in St. Louis, MO, holding a Series 65 designation and 28 years of industry experience. He has been with Cortland Associates since 1992. Outside of his advisory role, he is a managing member of several entities that manage investments in Chinese antiquities. Cortland Associates is a fee-based investment adviser managing discretionary equity and balanced portfolios for individuals, trusts, pension plans, and endowments. The firm employs a value-oriented, all-cap equity strategy combined with investment-grade fixed income, overseeing over $1 billion in discretionary assets with a small team.
William C
Series 63, Series 65
St. Louis, MO
Cortland Associates Inc
William Carey is a financial advisor at Cortland Associates Inc. in St. Louis, Missouri, with 28 years of industry experience. He has been with Cortland Associates since 1989 and holds Series 63 and Series 65 licenses. Carey is also a managing member of several entities that manage investments in Chinese antiquities. Cortland Associates is a fee-based investment adviser serving individuals, trusts, retirement plans, endowments, and similar organizations, managing approximately $958 million in client assets. The firm employs an all-cap value equity strategy combined with customized balanced portfolios and uses detailed fundamental research to guide its discretionary investment decisions.
Matthew H
Series 63, Series 65
Ridgefield, CT
Cortland Associates Inc
Matthew Hicks III is a financial advisor at Cortland Associates Inc with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Cortland Associates in 2021, he worked at AAFMAA Wealth Management & Trust from 2018 to 2021 and was self-employed from 2011 to 2018. Cortland Associates is a fee-based investment adviser managing discretionary equity and balanced portfolios for individuals, trusts, pension plans, and endowments. The firm employs a value-oriented, all-cap equity strategy complemented by investment-grade fixed income and manages over $1 billion in assets with a small team.
John O
Series 63
St. Louis, MO
Cortland Associates Inc
John O'Keefe is a financial advisor at Cortland Associates Inc with 55 years of industry experience. He holds a Series 63 designation and has worked at Cortland Associates since 2017, following an eight-year tenure at Ameriprise Financial Services, Inc. Cortland Associates is a fee-based investment adviser managing discretionary equity and balanced portfolios for individuals, trusts, pension plans, and endowments. The firm employs a value-oriented, all-cap equity strategy combined with investment-grade fixed income, using fundamental analysis and maintaining focused portfolios with regular performance reviews.
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