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 investment management through separately managed accounts to high‑net‑worth individuals, family entities, trusts, estates, charitable foundations, corporations, and other registered investment advisers. The firm manages its COR3 Equity Strategy and also offers sub‑advisory services to other advisers, while documenting client‑specific Account Guidelines to tailor portfolios. The firm follows a fundamental, research‑driven approach focused on concentrated U.S. small‑ and mid‑cap equities with a quality and value orientation, multi‑year holding periods, and downside scenario stress‑testing. It underwrites investments to strict criteria, may maintain cash or use passive instruments when appropriate, and retains flexibility to invest in other security types to meet client objectives. Compared with many peers, COR3 both accepts other registered investment advisers as clients via sub‑advisory arrangements and presents hypothetical and performance results in its materials, with a dedicated disclosure on the limitations and risks of projected returns. The brochure also notes a relatively small client roster and modest assets under management alongside founders who collectively have over 70 years of operating, investing, and analytical experience, and the firm emphasizes the ability to customize account guidelines.

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.