A complete list of active advisors currently associated with COR3 Investment Partners, LLC

Warmer can help you find a great advisor at COR3 Investment Partners, LLC or one who fits your needs even better.

COR3 Investment Partners provides discretionary portfolio management to high‑net‑worth individuals and related entities (trusts, estates, charitable foundations, and business entities) and also accepts engagements as a sub‑advisor and non‑discretionary model provider to other registered investment advisers and platform sponsors. The firm’s client roster is concentrated in high‑net‑worth clients and does not include retail individual clients who are not high net worth. The firm follows a research‑driven, fundamental equity approach, running a concentrated U.S. small‑ and mid‑cap strategy with a quality‑and‑value orientation, multi‑year holding periods, and explicit downside stress‑testing designed to limit permanent loss of capital. COR3 manages separately managed accounts under the COR3 Equity Strategy and retains the flexibility to hold cash, passive instruments, or other security types when its analysis indicates a better risk/return profile. Compared with peers, COR3 is unusual in publicly presenting both hypothetical performance projections and published performance results while operating as a small adviser (three principals and roughly $14.4 million in discretionary assets). The firm also recently added model‑delivery arrangements that provide portfolio recommendations to unaffiliated advisers and platform sponsors — a service model and client mix that is uncommon for supported firms of its size.

To learn more about the advisors currently working at COR3 Investment Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.