Cortina Capital, LLC

Cortina Capital, LLC provides ongoing discretionary portfolio management to individual and high‑net‑worth clients, managing a small book of accounts (about 14 clients and roughly $1.6 million in discretionary assets) and documenting each engagement with an Investment Policy Statement. The firm’s services include investment strategy and asset allocation, security selection, and regular portfolio monitoring, and it typically applies an account minimum of $250,000 (waivable at the firm’s discretion).

The adviser combines charting, fundamental, and technical analysis and employs both long‑ and short‑term trading approaches, including the use of margin, short sales, and options strategies. In practice Cortina Capital limits recommendations to equities, fixed income and ETFs but primarily implements options strategies such as selling cash‑secured puts and writing covered calls while managing accounts on a discretionary basis and delivering quarterly custodian reports.

Distinctive operational features include a firm requirement that clients use Interactive Brokers and a stated policy not to aggregate (block) trades for multiple client accounts, which the firm notes may affect execution quality for certain transactions. The firm also discloses it will not accept performance‑based fees and may receive research or other soft‑dollar benefits from custodians, factors that can influence broker selection.