Institutions and Foundations

CCRM Services

At Core Capital Management and Research, we manage investments for universities, hospitals, charitable organizations, endowments and pension funds interested in responsible investing that provides a better return in the long-term, with transparent, personal service tailored to their unique needs.

Our sophisticated and disciplined evidence-based investment approach overcomes emotional biases and mistakes caused by shortsighted attention to market fluctuations that have historically been detrimental to returns. Analyzing a large sample of data encompassing nearly 50 years of investment history, Core Capital has determined the factors that drive returns across all market cycles. Applying the evidence of this research, we systematically apply these predictive factors to objectively select individual stocks to achieve superior long term performance. We customize each portfolio to our clients to ensure your goals and risk profile are aligned with your investments.

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