Since 1973, Corbyn has provided investment management services for clients based on the individual needs of each client. Our goal is to provide strong, consistent performance for our clients throughout an entire market cycle by seeking to limit downward volatility during unfavorable market environments and steadily growing capital during better times. Regarding the equities in our portfolios, we pursue a “value-oriented” investment philosophy and purchase stocks that we believe are undervalued in relation to the company’s earnings, cash flow and intrinsic value. Additionally, we look for company-specific catalysts for future appreciation. With respect to fixed-income securities, we favor bonds with near-term maturities that are capable of producing a combination of attractive income streams and, from time to time, capital appreciation potential.
We are a private, independent investment management firm. Corbyn is owned by its employees and its Employee Stock Ownership Plan (“ESOP”).
At Corbyn, we review your personal financial needs and objectives at the onset of our relationship and periodically thereafter. We will work with you to determine the best fit among our investment programs based on your goals, tax status, income needs and risk tolerance. Our investment programs are: Strategic Value, Capital Appreciation, Balanced, Income Oriented, Strategic Income Plus, Strategic Income and Strategic Income ESG. Please see Separately Managed Accounts for a more detailed explanation of each investment program.
We provide investment advice to individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, individual retirement plans, trusts, corporations and investment advisors. We prefer that new accounts begin with a minimum balance of $500,000. Our clients give us full discretion over the investment of their assets. However, our investment authority may be limited by specific instructions from you, for example, to restrict or prohibit transactions in certain securities or industries. Please review the firm’s ADV for more information.
Corbyn is the investment advisor to a mutual fund. For more information, please click here.
“We are very fortunate to have such a strong client base. Our first goal in every client relationship is for clients to firmly understand our investment process and philosophy. We feel that if the interests of our clients are well aligned with our goals as investment managers, then the foundations for a strong, long-term relationship are firmly in place.”
Chip Carlson, CFA – President of Corbyn Investment Management