A complete list of active advisors currently associated with Corcovado Investment Advisors, LLC

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

Corcovado Investment Advisors is a small, state-registered investment adviser that provides discretionary portfolio management to high-net-worth individuals through separately managed accounts and integrates financial planning into its advisory engagements. The firm charges asset-based management fees and also offers hourly consulting for select projects, with consulting billed separately from ongoing portfolio management. The firm’s investment process begins with a top-down analysis of macroeconomic indicators and applies quantitative portfolio construction techniques, including risk parity and volatility-targeting, to pursue risk-adjusted outcomes. Where appropriate, Corcovado implements listed equity and index option strategies (such as protective puts and covered calls) and uses proprietary option-pricing and risk-monitoring tools as part of its hedging and risk-management framework. Compared with peers, the firm is notable for its small asset base and single-owner structure combined with decades of institutional trading and portfolio-management experience, and for serving HNW individuals through SMAs—an uncommon client focus for firms in this category. It also provides non-advisory expert witness and litigation-support services and recently withdrew a Commodity Trading Advisor registration to operate solely as a state-registered investment adviser, reflecting a distinct regulatory and business profile.

To learn more about the advisors currently working at Corcovado Investment Advisors, 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.