CORTLAND ASSOCIATES, INC.
NAPLES, FLORIDA

Cortland Associates, Inc., established in 1989, is a prestigious firm of professional investment counselors. It operates primarily out of Naples, Florida, with roots in Missouri and is incorporated under the filing number F14000004961. The company specializes in managing assets for a limited clientele consisting of private individuals, charitable organizations, and employee benefit plans. Cortland Associates prides itself on its value-oriented and risk-averse investment philosophy. The firm's portfolio management team comprises solely the principals of the firm, ensuring expert oversight and dedication to personalized service. This approach is manifested through thorough due diligence analyses for a focused portfolio that aligns with clients' financial goals. The company promises to deliver superior performance outcomes alongside proprietary research and bespoke investment counseling. A distinctive aspect of their service includes assigning each client a primary and secondary portfolio manager, facilitating in-depth understanding and responsiveness to individual financial objectives and risk tolerance. Cortland Associates is dedicated to providing clients with comprehensive personal attention through readily available portfolio managers prepared for as frequent discussions as preferred by the clientele. They have consistently demonstrated their commitment to confidentiality and personalized service throughout their operations since November 21, 2014. William Carey serves as Chief Human Resources Manager (CHRM) and President & Director (PD), while Thomas Podlesny holds the position of Vice Chairman (VCHR). Their leadership underscores the company's dedication to client-focused investment management. For further details or inquiries, contact can be made via their official website at cortlandassociates.com or through their contact numbers: (314) 726-6164 and (314) 726-5936.