About the Company
Based in Boston, Massachusetts, Corby Asset Management, LLC ("CAM") is a registered investment advisor providing investment management services to select institutions and high net worth individuals. For three decades, the firm's companion company Corby Capital Markets Inc. has been a leading specialist in the fixed income business, which gave rise to the launch of CAM in 2005. CAM now manages over $160 million in equity and fixed income portfolios (as of June 2012).
At Corby, we strive to deliver consistent investment results for our clients. Investors are increasingly looking for new sources of added value without notably increasing their risk exposure, and are more fully aware of the personal long term liabilities that lie ahead of them in the form of retirement and/or estate planning. We believe our strategies allow for the creation of a portfolio of assets, unique in its composition and objective, which seeks to immunize against or mitigate the financial risks inherent in an investor's longer-term liabilities. The added advantage of its management via a separate account allows for an individual's direct ownership of assets (no commingling) as well as for individualized tax benefits versus a mutual fund structure.
Why Corby Asset Management?
~We are an established firm with strong and stable leadership and a dedicated client service group providing long term, successful relationships
~As a Registered Investment Advisor, we must act as fiduciaries, putting our clients' needs ahead of anything else
~We use independent custodians, such as Fidelity Investments and Charles Schwab, to provide our clients with peace of mind about the security of their assets
~We are a seasoned and capable team of investment professionals specializing in income-oriented global investment strategies
~We create customized portfolio structures that accommodate your investment and tax requirements
~We provide planning and investment management services on a fully disclosed fee basis, thus aligning its interests with yours
~We have made a major commitment to updated systems and technology
~Access to state of the art pricing and performance systems
~Complete portfolio access available 24/7 at www.corbyasset.com.
~Clients may also access their accounts via the custodian websites