Corrigit Capital Group

Corrigit Capital Group provides discretionary investment management to high‑net‑worth and other individual investors, as well as charitable organizations and businesses, through programs such as its Portfolio Navigator and by assisting clients in selecting third‑party managers. The firm reports approximately $21.5 million in discretionary assets, operates with two advisors, and serves a relatively small roster of clients.

Its investment process blends fundamental and technical analysis — including charting and cyclical analysis — across equities, fixed income, ETFs, REITs and structured instruments, and may employ short sales or more active trading when appropriate. CCG typically acts with discretionary authority to implement and adjust portfolios, conducts ongoing account reviews, and provides periodic written reporting and coordination with third‑party managers.

Notable differences from many peers include a significant non‑U.S. client base and a concentrated client roster, which the firm discloses as part of its operational profile and oversight approach. The brochure also notes that some investment adviser representatives maintain broker‑dealer or insurance licenses (with disclosed conflict‑management procedures), that CCG typically recommends Charles Schwab for custody, and that it does not routinely aggregate client orders — operational features that may affect execution and costs.