About Corbet Capital Advisors

How We Serve Our Clients

Our goal is to put the customer at the center of every decision that we make. We want the customer to be “The Hero” and we strive to improve their investment experience by focusing on world class customer service, advice, and wholesale access to markets. Most of our investors are entrepreneurs and business owners who have spent a lifetime creating value in their own businesses. Once they make the decision to monetize their illiquid assets to unlock the liquidity they have built up over time, they need a financial partner to help them understand the complex financial solutions and tax savings options that are available to them as well as to help them invest their assets with confidence moving forward.

When developing an investment strategy, we try not to use terms like “aggressive” or “conservative” because those are subjective terms that mean different things to different people. For example, an “aggressive” investor might be bearish on stocks because of current market conditions or valuations, but that doesn’t mean they want to move their assets into a low-risk bond portfolio. That investor might still prefer a solution that involves risk and potentially higher returns but has low correlation to the equity markets.

We spend a lot of time with our investors on education with the goal of helping them broaden their understanding of the current macroeconomic environment so they can better evaluate the opportunities that are available to them – as well as the corresponding risks – so they can make better investment decisions. 

We strive to serve in the role of Chief Investment Officer (CIO) for our investors so that we can help them navigate a confusing and complex world.

How We Approach Investing

We customize investment solutions for our clients that are tailored to their unique needs and objectives. We don’t use “model portfolios” because we don’t have “model investors”. Everyone is different and everyone operates differently in regard to their money. It is our goal to fully understand – not only where you want to go, but where you have come from as well – so that we can align our strategy for the most suitable, lucrative, and satisfying outcome.

1 - Let’s sit down and talk.

By fully understanding your financial situation – whether it may be a coming capital event, wealth preservation, any tax implications, or down the road expenses – we can help you manage the path forward. We also want to help educate you about your best options.

2 - Next we make a plan.

Everyone is different, everyone treats their money differently, and everyone’s risk tolerance is different. Our goal is to help you grow and preserve your wealth, and we will do that in the most productive manner, specific to the boundaries of your comfort and through vehicles that you fully understand.

3 - Then it’s time to execute.

Once we understand where you came from and marry it to your goals, then we hit the ground running toward your further financial independence. Once in place, we are constantly monitoring each of our client’s portfolios in order to make timely adjustments when the need arises.

What Corbet Means To Us

Standing over the ledge of a rock formation known as Corbet’s Couloir, skiers in Jackson Hole, Wyoming stare down a 14 foot drop through an area not much wider than their body. Only the brave attempt to ‘drop in’, and only the proficient do so without incident. Rock cliffs line both sides of the narrow passage and the mountain descends out of the gulch at an extremely steep angle. But, because so few skiers enter through Corbet’s, what lies on the path below is soft, fresh, dry powder. A bountiful reward to the worthy.

Additionally, what Corbet’s represents is the accomplishment of having raised one’s skills to an echelon above, and the satisfaction that all else is now easy in comparison. 

Corbet’s is analogous to life, career, and wealth, on many levels. And similarly to an approach toward financial freedom and independence – experience, structure, routine, and mechanics are all paramount in order to reach that higher echelon, where things get easy and more fun, and success flows naturally.

The Services We Offer

We have access to sophisticated investment tools and strategies that help tilt the risk-reward equation in the favor of the investor. This helps them achieve the best results over time.

• Investment Management

• Planning and Advice

• Trust and Estate Planning 

• Securities Based Lending