Ridgefield, CT Office

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.