Corbin & Wall
Financial Services - Darien, Connecticut, United States
Corbin & Wall Employees
Corbin & Wall Details
Unparalleled access to investments, institutional-grade wealth management technology, comprehensive reporting, and personalized client service – all with a fee structure that recognizes the experience you bring.Access & ToolsWe recognize that most experienced investors want better access to investment options, wealth management tools, and technology. We're ready to serve those clients who want to take a more active role in managing their wealth and welcome input on asset allocation, portfolio design and implementation. The Corbin & Wall platform offers access to: •Sophisticated Risk Management Software•Alternatives•Best-in-Class Account Rebalancing Tool•MoreComprehensive ReportingAll clients receive a comprehensive view of their investment relationship through an industry leading performance reporting technology solution built specifically for complex wealth reporting. Our reporting capabilities provide clients with the ability to evaluate their investment performance as follows:•Over multiple time periods•By account, group of accounts or aggregate overall performance•Current tax status•Overall holdings overlap•By sector•By geography•By investment style allocationsClient ServiceWhile no two investors are alike, we are very familiar with the service requirements and expectations of experienced ultra/high net worth investors. A few of our high touch services include, but are not limited to:•Private Equity Cashflow Management•Private Investment Subscription Document Prep•K-1 and 1099 Retrieval ServiceAligned Cost StructureBuilt by experienced wealth management professionals, we understand that the industry does not recognize or differentiate experienced investors from novice investors in pricing schedules. We only work with experienced investors and understand the benefits of having such a unique clientele, and thus, we recognize the value you bring.Registered investment advisory services provided by Praxia Financial Services, LLC
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