A complete list of active advisors currently associated with Corus Family Wealth Advisors, Inc.
Warmer can help you find a great advisor at Corus Family Wealth Advisors, Inc. or one who fits your needs even better.
Corus Family Wealth Advisors is a registered investment adviser that provides discretionary portfolio management, financial planning, and family office services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, and charitable organizations. The firm implements client strategies using diversified mutual funds and ETFs, separately managed accounts, and may recommend private placements or interests in proprietary private funds as appropriate. The firm bases its investment process on asset allocation guided by modern portfolio theory and emphasizes diversified, low‑cost institutional mutual funds and ETFs (including Dimensional Fund Advisers products) with periodic rebalancing and consideration of tax effects. Corus typically pursues long‑term strategies but also uses tailored allocations that can include private credit, private real estate, oil & gas partnership interests, and options or other derivatives in certain separately managed accounts. Noteworthy distinctions disclosed in the firm’s ADV include an affiliation with an accounting practice (Corus Tax) that shares office space, personnel and certain overhead arrangements, and related entities that sponsor or manage private funds (including an exempt‑reporting private fund) and oil & gas partnerships in which clients may participate. The firm’s filings also indicate use of hypothetical performance and client testimonials in marketing materials and explicit disclosure about the potential use of derivatives and alternative investments, which are less common among similarly sized team firms.
To learn more about the advisors currently working at Corus Family Wealth Advisors, Inc., 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.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
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