Core Asset Management Company

Overview

Core Asset Management Company is a small, independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals and small businesses. The firm favors equities as its primary allocation, running discretionary portfolios centered on exchange-traded equities. Advisory activities also include the publication of periodicals or newsletters, indicating a client-education or content-driven element to its service offering. The business is owner-managed under a domestic entity/individual ownership structure and serves a retail client base rather than institutions or pension plans. The firm is not an active ESG investor, does not operate as a capital allocator, and is not positioned as a multi-state adviser.

Assets & Accounts

Public Holdings

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Location & Offices