A complete list of active advisors currently associated with Core Asset Management, LLC

Warmer can help you find a great advisor at Core Asset Management, LLC or one who fits your needs even better.

Core Asset Management provides investment supervisory services to individuals and high‑net‑worth individuals, preparing an individualized Investment Policy Statement for each client and monitoring portfolios through a qualified custodian. The firm manages roughly $12.5 million across about 32 client accounts and typically acts with discretionary authority for ongoing trading and reporting. The firm offers two model approaches: a group model that builds portfolios via individual security selection with dynamic risk allocation and broad market hedging, and an individual model that incorporates client risk preferences and varying degrees of client participation in portfolio construction. Its methods draw on fundamental, technical/charting and cyclical analysis and include both long‑term investing and shorter‑term trading techniques. Compared with many peers of similar size, the firm may employ higher‑complexity strategies such as short sales, margin transactions and options strategies (including uncovered options and spreads) and explicitly integrates market hedging into its models. It does not currently use third‑party money managers, maintains custody through Charles Schwab, and discloses an insurance license held by management that is not actively used in firm operations.

To learn more about the advisors currently working at Core Asset Management, 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.