Cortina Capital, LLC provides ongoing portfolio management services to individuals and high-net-worth individuals. They create an Investment Policy Statement for each client, outlining their financial situation and risk tolerance. Cortina Capital generally limits its investment advice to fixed income securities, equities and ETFs, although they primarily recommend selling cash secured puts and covered calls. Clients may impose restrictions on investments, but Cortina Capital reserves the right to end the relationship if the restrictions prevent them from properly servicing the account.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |