Fee Based Advisory Services

Corby Capital Markets believes that a balanced portfolio is the best approach for achieving your investment goals.

Our managed account process starts with a simple and efficient premise. Fixed income assets do not need to be managed on a fee based model - thereby protecting the income stream, and enriching a portfolio's total after tax return.

As fixed income specialists, Corby Capital Markets does not pretend to know where interest rates will be in the future. Instead we look for value in the present, and monitor fundamental issues including credit, taxes and redemption and reinvestment risks that may affect a bond portfolio's value or liquidity.

As a Registered Investment Advisor, Corby Capital actively manages traditional equity models in-house or though a broad network of approved managers.

Through our Equity Strategies Group we use a fund-of-funds approach for our alternative investments; complementing traditional investment portfolios while providing clients with appropriate diversification.

Corby regularly assembles account data to report on our progress in meeting clients' financial objectives. We offer web-based interface for quick, up-to-date information, and provide a variety of reports so clients can understand their performance in both absolute and relative terms.

6 month T-Bill
0.18
2 year T-Note
0.494
3 year T-Note
0.75
5 year T-Note
1.436
10 year T-Note
2.652
30 year T-Bond
3.727
Dow Jones Industrial Avg.
10447.93
NASDAQ
2233.75
Gloucester, MA
9/8/2010
$4,529,000
2-Year T-Note
09/21/2010
3-Year T-Note
09/07/2010
5-Year T-Note
09/22/2010
30-Year T-Bond
09/09/2010
10 Year T-Note
09/08/2010

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