COROEBUS WEALTH MANAGEMENT LLC

Capabilities

CWM offers strategic financial planning and ongoing portfolio management services based on the individual or business entities goals, objectives, time horizon, and risk tolerance. CWM creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation. Investment management and advisory services include, but are not limited to: investment strategy, portfolio management, asset allocation, risk tolerance assessment, regular portfolio monitoring & rebalancing, performance analysis, valuation, modeling… Business consulting services may include but are not limited to personal and business financial literacy, financial statements, business plan, market research and positioning, building teams of professional advisors…