Corvum Investment Management

Overview

Corvum Investment Management operates as a small, owner‑controlled limited liability advisory firm focused on financial planning and discretionary portfolio management for individuals, small businesses and institutions. The firm’s activity centers on equity exposure delivered through exchange‑traded instruments and mutual funds, and it bills clients using a mix of percentage‑of‑AUM, hourly and fixed fees. Corvum is not positioned as a multi‑state adviser, pension consultant or capital allocator, and it does not identify as an active ESG investor. Given the firm’s classification and service set, the investment approach appears straightforward: construct equity‑centric portfolios for a limited handful of accounts, paired with planning and fee arrangements that accommodate both project‑based and ongoing advisory relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices