Core Asset Management Company

Core Asset Management serves individuals and families by managing individual investment accounts, qualified retirement plans, trusts, and custodial accounts, and generally focuses on clients with at least $1 million in investable assets, resulting in a relatively small, high-net-worth client base. The firm provides discretionary portfolio management and general financial planning, typically deploying ETFs and mutual funds and, to a lesser extent, individual stocks and bonds.

Core’s investment approach is global and research-driven: it seeks to identify long-term economic trends and implements one of a limited set of model portfolios (Capital Preservation, Risk Averse, Conservative Growth and Income, Global Growth, and smaller Balanced portfolios for very small accounts) that are tailored to each client’s goals and risk tolerance. Portfolios are generally conservatively structured and tax-aware (favoring positions held a year or longer when appropriate), managed on a discretionary basis, and ETF trades are often executed in block trades to align pricing across client accounts.

Distinctive features include a regular client newsletter, "Core Comments," distributed roughly monthly or every six weeks, which is uncommon among independent solo advisers. The firm’s combination of a small client roster relative to its assets under management, a customary $1 million account threshold with occasional smaller-account exceptions, and an emphasis on conservative, ETF-centric model portfolios differentiates its client profile and service model from many peers.