About Corcovado Investment Advisors
Bringing Institutional Expertise to Private Wealth
Where institutional-grade investment meets personalized wealth solutions.
Who We Are
Corcovado Investment Advisors, LLC
With 32 years of institutional experience, we deliver disciplined, fiduciary-driven investment strategies across equities, options, futures, and more—tailored for high-net-worth investors and RIAs.
We are a California Registered Investment Advisor and Commodity Trading Advisor (Member: National Futures Association).
What We Offer
Core Capabilities:
- Risk Mitigation – Strategic protection from market volatility
- Concentrated Stock Solutions – Customized tools to preserve wealth
- Tax-Efficient Strategies – Optimize after-tax outcomes
- Cash-Efficient Management – Improve portfolio liquidity
How We Work
- Direct Wealth Advisory – Personalized portfolio management for HNW clients
- Subadvisory for RIAs – White-label institutional strategies under your brand
- Portfolio Overlays – Enhance risk control while preserving core investments
Custodian Integration
Though we prefer Schwab, we support seamless onboarding across all major custodians to ensure minimal disruption and full operational flexibility.
Our Edge
- Crisis-tested since 1993
- Expertise in derivatives, ETF overlays, and discretionary/systematic strategies
- End-to-end partnership for both clients and advisors
