Core Partners

Overview

Core Partners is an independently owned limited liability company offering advisory services to individuals and families. The firm functions as a capital allocator, meaning it places client capital with third-party managers in addition to managing portfolios directly. Advisory services listed include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Core Partners also operates as an insurance broker. The firm charges fees using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. It is not identified as an active ESG investor and is not designated as a multi-state adviser in the provided data. Ownership is individual and the adviser is classified as an independent RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices