Awards, News & Events

 

HBJ Names Core Capital #2 Top Wealth Manager in Houston for 2018

 

 

The Houston Business Journal names Core Capital #2 on the 2018 Houston Top Wealth Managers with Minimums <$1 List.   This is our fourth consecutive year on the list and we want to thank our clients for our continued success.  For more information or to obtain a copy of the list, please contact us at info@ccmrusa.com

 

 

 

Louis Pelz Named 2018 Five Star Wealth Manager

 

 

We are proud to announce that Louis Pelz has won the 2018 Five Star Wealth Manager award! 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. .

 

Core Capital Named #5 of Top Wealth Management Firms in Houston, TX for 2017

Louis Pelz named a Five Star Wealth Manager for Second Straight Year

 

 

 

 

 

Five Star Professional surveys households to evaluate those wealth managers they know through personal experience and to rate that individual according to criteria such as integrity, value for fee charged and quality of recommendations. Core Capital Management & Research is proud to announce that Louis Pelz, CEO of CCMR has been named a Five Star Wealth Manager for 2016.

Core Capital Management & Research Named #7 of Top Wealth Management Firms in Houston, TX for 2016

The Houston Business Journal once again published their list of the Top Houston-Area Wealth Management Firms & Practices with investment minimums of less than $1 million. The development of the list is derived from information gathered from questionnaires, SEC filings and HBJ research. Of the over 1100 investment firms in Houston, Core Capital Management & Research is proud to be named #7 on the HBJ list for the second year in a row.

Louis Pelz, CEO of Core Capital Management & Research, named 2016 a Five Star Wealth Manager

Five Star Professional surveys households to evaluate those wealth managers they know through personal experience and to rate that individual according to criteria such as integrity, value for fee charged and quality of recommendations. Core Capital Management & Research is proud to announce that Louis Pelz, CEO of CCMR has been named a Five Star Wealth Manager for 2016.

Core Capital Management & Research Named #7 of Top Wealth Management Firms in Houston, TX for 2015

The Houston Business Journal once again published their list of the Top Houston-Area Wealth Management Firms & Practices with investment minimums of less than $1 million. The development of the list is derived from information gathered from questionnaires, SEC filings and HBJ research. Of the over 1100 investment firms in Houston, Core Capital Management & Research is proud to be named #7 on the HBJ list.

Learn More

Click below now to learn more about Core Capital.