A complete list of active advisors currently associated with Corvum Investment Management
Warmer can help you find a great advisor at Corvum Investment Management or one who fits your needs even better.
Corvum Investment Management provides fee-only investment management and investment-focused financial planning to a mix of clients, including individuals, families, charitable organizations, businesses, and other financial professionals and institutions. The firm offers discretionary portfolio management and can be engaged as a sub-adviser or third‑party asset manager for registered investment advisers, a relationship that is less common among peers in this category. The firm’s investment approach blends passive and active techniques, favoring passive, ETF‑based portfolios for many clients while employing fundamental and technical analysis when active strategies are appropriate. Portfolio construction is guided by client‑specific investment policies and plans, and the firm may use outside managers or automated trading services to implement strategies where warranted. Compared with many managers in this category, the firm is relatively small and accepts engagements that others often do not, such as sub-advisory work for other advisers and individual (non‑high‑net‑worth) clients, and it offers hourly billing as an available fee option alongside flat and AUM arrangements. The adviser also maintains relationships with multiple custodians and discloses receipt of custodial support services, and it does not vote client proxies, leaving proxy decisions to clients.
To learn more about the advisors currently working at Corvum Investment Management, 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 |
|---|---|---|
Texarkana, TX
| 5
|
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