CORINTHIAN WEALTH MANAGEMENT

Overview

Corinthian Wealth Management is an independent registered investment adviser that operates as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers when clients require access to outside managers or specialized strategies. Fee arrangements are flexible and include a percentage of assets under management, hourly charges and fixed fees. Investment activity centers on publicly traded equities; the firm shows a clear preference for exchange-traded instruments as the primary building block of client portfolios. Corinthian Wealth Management runs predominantly discretionary mandates, which enables the firm to implement equity-centric strategies actively on behalf of clients. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices