Corollary Capital LLC

Overview

Corollary Capital LLC operates as a small, independent registered investment adviser serving individual and family clients with financial planning and portfolio management services targeted at individuals and small businesses. The firm leans heavily toward equity exposure, deploying exchange-traded equities as its primary portfolio building blocks. Its fee model is flexible — it charges a percentage of assets under management and can also use hourly or fixed fees — which suits a boutique advisory relationship with a limited client base. Corollary Capital is not identified as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices