CORLEY INVESTMENT MANAGEMENT

Overview

Corley Investment Management operates as a sole proprietorship that combines insurance brokerage with fee-based financial planning and advisory services. The firm positions itself as a capital allocator, working with third-party managers rather than running a large in-house investment platform. Core advisory activities include financial planning, selecting other advisers for clients, and running educational seminars or workshops. Corley does not report active ESG investing, is not classified as a multi-state adviser, and is not identified as a pension consultant or related adviser. Its structure and service mix point to a small, owner-led practice that supplements insurance distribution with advisory work and manager selection.

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Investments & Alternatives

Location & Offices