Core Capital Management and Research, Inc. is a privately owned Registered Investment Advisor located in Houston, Texas providing highly personalized concierge service to institutional and private clients. Core Capital has been named one of the top wealth management firms for three years in a row by the Houston Business Journal and has been recognized nationally for the second year in a row as a Five Star Wealth Manager.
While most firms offer intuition and speculation on the next hot stock, Core Capital replaces investment bias, emotions and noise with data and evidence based investing in a discpilined strategy for our clients. Working with esteemed financial researchers from around the country, CCMR has analyzed a large sample of data encompassing nearly 50 years of investment history to find evidence of factors that drive returns across all market cycles. Based on the evidence of this research, we systematically apply these predictive factors to objectively select investments to achieve superior long term performance.
At Core Capital, we treat our clients with the respect and attention they deserve. Unlike wall-street firms who have paid billions in fees and restitution for malfeasance, Core Capital has been free from all litigation and arbitration. We are accountable directly to our clients, and we trust that our integrity, credibility and experience speak for themselves.
At Core Capital Management & Research our mission is to help clients preserve, grow, and manage their wealth in order to achieve their financial goals. We aim to achieve an unequaled standard of excellence in our profession by providing personalized value-added services and become indispensable to our clients by assisting them in making educated, intelligent financial decisions.
Who We Are
Louis J. Pelz