Investment Management


Core Capital Management and Research manages investments for discerning individuals, Institutions and Endowment Funds. At Core Capital Management and Research, we will guide our clients through the potential pitfalls of market, economic and political risk, and aim to give our clients a superior return compared to a passive investment strategy.

Unfortunately, for most investors, the service they have received from the big wire-houses and banking firms has been based on marketing, short-term performance obsession, and fee maximization. At Core Capital Management and Research we put our clients first and everything we do is client focused.

We can help you manage your money while minimizing unnecessary risks to accumulate the funds you need to meet all of your financial goals. We believe, as your investment advisors, we become your partner for a lifetime to help you understand where you are and develop a strategy to get to where you want to go.