Corbyn Investment Management provides customized investment management services for individuals, trusts, foundations, and corporate retirement plans. Founded in 1973, Corbyn builds tailored portfolios using a research-intensive approach across several strategies, including equity-only, capital appreciation, balanced, income-oriented, and various fixed-income strategies. Corbyn seeks to deliver consistent performance through complete market cycles by focusing on well-capitalized companies that generate strong free cash flow and applying disciplined credit analysis to fixed-income investments. Clients typically grant Corbyn discretionary authority to buy and sell securities on their behalf, though non-discretionary services are also available where clients retain final decision-making authority. Corbyn also manages or sub-advises mutual funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Charitable accounts receive a 20% discount. Family accounts can be aggregated for fee calculations. Fees may be negotiable for certain clients.