Our tenure in the industry has provided us with an opportunity to build relationship both on and off Wall Street. We are not beholden to one firm; we are beholden to the best ideas. The research and insights available from these sources allows us to build portfolios that best fit your goals.
For those accredited investors that may require a more nuanced approach to asset allocation, Corbenic Partners, when requested by our clients, can access potential unique solutions in various alternative investments in a cost effective manner.
We understand the importance of integrating technology into our client experience. The right technology allows us to do our job better and provide you with an in-depth view of your financial picture. We have curated a robust software suite allowing us to be nimble in what we decide to use, giving us the flexibility to adjust to client needs.
As a registered investment advisor, Corbenic Partners does not hold client assets; we have the ability to custody client assets where appropriate for your financial situation.
We work closely with Schwab Advisor Services, an affiliate of Charles Schwab & Co., Inc. Schwab’s size, experience, financial strength, and range of services provides us with the tools necessary to safeguard your funds. With more than $2 trillion in client assets, Schwab is the market leader of custodial, operational, and trading support to professional wealth management firms like ours.