Core Capital has been named the #2 Top Wealth Management Firm (with minimums less than $1M) in Houston by the Houston Business Journal.
We are proud to announce that Louis Pelz has been named a 2018 Five Star Wealth Manager. For earning this honor, Five Star Professional has recognized Lou in the pages of Texas Monthly. Five Star Wealth Managers are named using an in-depth research methodology that includes ten objective criteria, including a high level of commitment to clients.
For more than 25 years, Core Capital Management has provided concierge-style service to institutional and private clients, building them a personalized invesment portfolio to help them achieve their financial goals. Our valued clients include trust funds, family offices, institutions and foundations, endowments, charitable organizations, businesses and private investors.
We are proud to announce that our service to our clients has been recognized by the Houston Business Journal who named CCMR one of the top wealth management firms in Houston for the third year in a row and nationally we are honored to be recognized with the Five Star Wealth Managers Award for the second straight year.
Nowhere does history indulge in repetition so often or so uniformly as in Wall Street. When you read contemporary accounts of booms or panics, the one thing that strikes you most forcibly is how little either stock speculation or stock speculators today differ from yesterday. The game does not change and neither does human nature…
One of my favorite parts from Moneyball is the scene where Brad Pitt is in the room with all the scouts discussing prospective players. He is annoyed over the team’s financial limitations and has come to the realization that if he keeps doing things the old way he is going to keep getting the same results. In a way, we see the scene…
If you follow the financial world closely, or let’s face it, if you’ve been half awake over the last couple of weeks, you have heard all you ever wanted to hear about “Brexit.” Listen to one pundit and it’s the end of Europe and the civilized world as we know it. Listen to the next…view more