Rick Coryell

Rick Coryell is the Portfolio Manager and Managing Director at Coryell Capital Management.12 He is a Chartered Financial Analyst (CFA) with 25 years of experience in fixed income portfolio management.3 Coryell founded the company in 20195 and specializes in tactical portfolio management, offering services such as tactical stock and bond portfolio management, concentrated stock portfolio management, and tactical futures portfolio management.2

Professional Background

Rick Coryell has extensive experience in the financial industry:

• Portfolio Management: He is described as a talented and decisive portfolio manager.3
• Research: Coryell has experience as a researcher.3
• Teaching: He teaches finance-related subjects, including Portfolio Management, International Finance, Capital Markets, Derivatives, and Security Analysis.4

Company Information

Coryell Capital Management, founded by Rick Coryell, is:

• A California Registered Investment Advisor and Commodity Trading Advisor2
• Specializing in tactical portfolio management strategies2
• Offering a stock market risk and return overlay for stock, mutual fund, or ETF portfolios1

Rick Coryell can be contacted at Rick@Coryellcapm.com for professional inquiries.2