At Core Capital Management and Research, we work with discerning individual investors, as well as Institutions and Endowment funds to develop a strategy tailored specifically to each client’s needs and goals. At Core Capital Management and Research, we create individualized, dynamic portfolios specializing in optimizing returns and reducing risk and offer a direct investment strategy that reduces the cost and fees associated with the multiple intermediaries of consultants and mutual funds.
CCMR has a unique investment process that differentiates our service from other investment firms. We are proud to announce that our success has been recognized once again by the Houston Business Journal who named CCMR one of the top wealth management firms in Houston for the second year in a row. Additionally, CCMR was also honored this year to receive the Five Star Wealth Managers Award for 2016.