Corry Capital Advisors manages private investment vehicles, such as funds and pooled accounts, that focus on acquiring life insurance policies in the secondary market. Corry Capital Advisors specializes in purchasing policies from older individuals and holding them until maturity, as well as managing the ongoing payment of insurance premiums. Corry Capital Advisors primarily serves institutional investors, family offices, high-net-worth individuals, and retirement plans through private placements. The firm does not provide personalized, one-on-one investment management or financial planning for individual retail accounts.
Assets Under Management$2B
Clients19
AdvisorsN/A
Avg. per Client$110M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.