Simplified, Low-Cost Investment Management

Asset Management Services

Simplify Your investment Strategy With Corto Financial

At Corto Financial, we believe simple beats complex, and investing is all about your investment strategy versus holding illiquid securities, high priced money managers that might be leveraged or have high fees with no clear investment strategy. We use a "keep it simple" investment strategy with all of our clients, we customize an investment portfolio based on your needs and goals and use low-cost institutional managers, ETF’s and individual stocks to keep cost extremely low and customized to each and every client based on your goals.

Contact Us Now

We BELIEVE the Following:

1

Our investment philosophy is universal but our strategies for each client are personal.

2

Each portfolio should be designed to meet the specific needs, goals and directives of our clients.

3

LESS is more, we believe costs should be LOW. Our average clients pay less than 1.25% for all the planning, portfolio construction, online personal website, implementing the investment strategy and account management.

4

Portfolios are created with an overall investment plan in mind, Process over Product.

5

We Always act in the best interests of our client’s; we are not paid commissions but rather investment advisory fees that are correlated to the assets managed under Corto Financial and our money managers.

6

We view financial planning and asset management as two inseparable components of a successful strategy.

7

We take a holistic approach which includes – disability insurance, life insurance, cash flow, taxes on investment accounts, and overall investment strategies for our physician clients.

Powerful Partnerships

Corto Financial Group has partnered with well-known asset managers to provide our physicians and their families with first class asset management services at reduced fees and investment limits. Below is a brief description of our preferred Money Manager:

Relative Strength Strategies | SMAs & UMAs | Nasdaq Dorsey Wright

If you would like more information or set up a consultation to discuss our investment strategies, please complete the below information for one of our investment advisors to contact you:

We take protecting your data and privacy very seriously. We will only use your contact information to reach out directly to you, guaranteed.