Complimentary Initial Consultation

​Managed Accounts and/or Hourly Consultations

​Individual, Joint, IRA and Business Accounts


We offer ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client.   Corollary Capital creates an investment policy statement for each client, which outlines the client's current situation (income, tax levels, and risk tolerance levels) and then constructs a plan to aid in the selection of a portfolio that matches each client's specific situation.   Investment Supervisory Services include, but are not limited to, the following:

Investment Strategy

Asset Allocation

Risk Tolerance

Personal investment policy

Asset selection

Regular Portfolio Monitoring.