Corbett Road believes the foundation of long-term investing success is proper risk management that goes beyond the diversification of traditional asset allocation. Through the combination of passive, active, tactical, and hybrid strategies, we deliver a comprehensive solution that strives to be proactive, adaptive, and responsive to changes in the market environment. This blended solution is tailored to fit the client’s risk profile, improving adherence to the Advisor’s guidance and assisting the client in achieving their financial goals.
Our Philosophy
OUR MISSION
Changing Client Behavior
Corbett Road Capital Management (CRCM) provides asset management solutions created to assist Advisors to grow their practice. Our tactical solutions are designed to mitigate downside risk and participate in upside potential of the markets. Flexibility can help promote overall stability and reduce the client’s fear/greed cycle of emotions.
Increase Practice Retention
By adjusting to large economic changes (macrocast™) and smaller technical market movements (microcast™) Clients will be able to see adjustments being made to their accounts and understand the work being done on their behalf. This understanding, typically, leads to a more tangible value proposition and higher client satisfaction.
Promote Client Adoption & Adherence
Often, a client’s behavior can be detrimental to their own success. Market turmoil, which can lead to emotional financial decisions made by the client can destroy a well-thought-out plan and investment allocation. Our solutions strive to provide risk mitigation which could be the difference between a panic sell call and a client keeping your long-term plan in place. Having the flexibility to navigate around the market and economic catastrophe will help keep your clients in the proper frame of mind and therefore increasing the probability of their long-term financial success.
OUR STORY
Corbett Road Capital Management (CRCM) started with the simple premise that fundamental analysis, while valuable, does not accurately reflect the risk of investing. The aphorism, the “rising tide lifts all boats,” was a cornerstone in the development of our proprietary macrocast™ and microcast™ risk overlays. The result is CRCM’s overriding philosophy that the economic environment in which the markets trade, combined with fundamental analysis, are a better predictor of investment risk than fundamental analysis alone.
As well, Advisors are looking for a way to combat risk other than “time in the market.” While accurate, many clients in the later stages of their wage-earning cycle who have amassed a great deal of wealth, cannot afford or believe they cannot afford to withstand market fluctuations. Their behavior during market volatility can result in imperiling a lifetime of saving and investing. Our approach strives to provide risk mitigation, allowing Advisors to consult their clients successfully through market corrections and calamities.