Services
Financial Planning
- Assessing current financial condition (net-worth statement)
- Set financial goals
- Implement strategies
Investment Management
- Corton Capital Inc. is the Portfolio Manager and Investment Fund Manager of the Theta Alpha Fund
Estate Planning
- Legacy preservation
- Tax strategies
- Charitable giving and management
Retirement Planning
- Envision retirement lifestyle
- Set retirement goals
- Succession planning
Charitable Giving
- Develop a personalized giving plan
- Establishing a charitable trust
- Creating a family foundation
Education
- Financial education is for everyone
- Education has driven us to build Theta IQ
- Traditional education funding
