Chad Perkins
Founding Partner & Portfolio Manager with Corvus Capital LLC focused on Retirement | Income | Investment Planning
- Role
- Founding Partner Portfolio Manager at Corvus Capital, Llc
- Location
- Louisville, KY, US
- LinkedIn followers
- 500 followers
About Chad Perkins
As a Founding Partner and Portfolio Manager at Corvus Capital, LLC, I am passionate about…
Experience
Founding Partner Portfolio Manager
May 2016 — Present
As a Founding Partner and Portfolio Manager at Corvus Capital, LLC, I help clients find solutions for wealth management, income planning, and retirement. I am focused on managing assets based on technical analysis and flow of money. This includes areas such as- Income Planning- Retirement Plannig- IRAs- 401(k)- Charitable Giving- Asset Protection- Insurance Planning- Wealth Creation, Management, and Preservation- Trust Documents- Financial Reporting Corvus Capital LLC provides financial planning and investment portfolio management as well as shopping life, disability and long term care insurance. Since we are not tied to any particular products or services, we offer independent, unbiased research and guidance designed to help individuals and families navigate a clear path toward financial freedom.Disclosure: Securities offered through Parkland Securities, LLC, Member FINRA (FINRA.org)/ SIPC (SIPC.org). Investment Advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor. Corvus Capital is independently owned and operated. Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Parkland Securities, LLC, SPC or Corvus Capital. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.
Skills
- Multi-Generational Wealth Transfer
- Financial Services
- Financial Statements
- Qualified Retirement Plans
- Sales
- Investment Strategies
- Alternative Investments
- Retirement Benefits
- Portfolio Management
- Financial Advisory
- Investment Advisory
- Financial Analysis
- Wealth Preservation
- Retirement
- Strategic Financial Planning
- Financial Markets
- Wealth Management Services
- Wealth Accumulation
- Asset Based Finance
- Wealth Preservation Planning
- Wealth Management
- Hedge Funds
- Finance
- Asset Allocation
- Risk Management
- Tax Free Income
- Succession Planning
- Wealth Transfer
- Financial Accounting
- Financial Risk
- Asset Management
- Strategic Planning
- Financial Reporting
- Asset Protection
- Registered Retirement Savings Plan (Rrsp)
- Retirement Savings
- Intergenerational Wealth Transfer
- Fixed Income Analysis
- 401(K) Retirement Savings Plans
- Corporate Finance
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.