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 Clients
At Cortina Asset Management we manage assets on a fully discretionary basis for a wide range of tax-exempt and taxable clients including institutional pension plans, Taft-Hartley plans, endowments, foundations, families and individuals.
Minimum Account Size
We are currently accepting separate accounts at or above
$5 million.
Fee Schedule
Available upon request
Custodian/Broker Dealer
We work with a wide range of custodians and brokers, including those selected by our clients.
Investment Manager Databases
Cortina’s investment results can be found on the following third party investment manager databases:
- Effron – PSN
- eVestment Alliance
- Investor Force
- Mobius
- Nelson’s
- Wilshire
What you can expect as a client of Cortina Asset Management
- Focused investment management services within a small cap only boutique
- Strategies proven to outperform in both up and down market environments
- Fully invested portfolios
- An investment team which is committed to our approach and has been applying it together for years
- Broad organizational ownership across the investment team and Chief Operating Officer
- Internal compliance program which ensures that client interests are the top priority
- An organization committed to outstanding client service
Communication
We provide quarterly account specific commentary including account performance and narrative attribution.
Contact
If you are an investment consultant or an institution please contact:
 Mark Merlet
Director- Institutional Sales
Cortina Asset Management
866.222.8900,
414.225.7370
mmerlet@cortina-am.com
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