A complete list of active advisors currently associated with Core Capital Management and Research Inc.
Warmer can help you find a great advisor at Core Capital Management and Research Inc. or one who fits your needs even better.
Core Capital Management & Research serves individuals (including high net worth clients), trusts, estates, charitable organizations and business entities, offering discretionary and non‑discretionary portfolio management, asset allocation, investment selection, and ongoing portfolio monitoring. The firm also provides standard financial planning and investment policy services commonly offered by similarly sized advisory teams. CCMR’s investment process combines charting, fundamental, technical and cyclical analysis and implements a range of strategies from long‑term buy‑and‑hold to short‑term trading, including short sales and option writing (covered and uncovered) and spreading strategies. Accounts are typically reviewed quarterly (or at least annually) with routine portfolio rebalancing and clients receive monthly custodial reporting of performance. What distinguishes CCMR from many peers is its explicit disclosure and use of derivatives strategies (options and short sales) in client portfolios and its clearing/execution relationships with Interactive Brokers and Charles Schwab, which the brochure identifies as the firms that clear and execute client trades. The brochure also shows the firm manages about $298.8 million with a near‑even split between discretionary and non‑discretionary assets and cites corporate rating services and the SEC adviser profile as research and disclosure channels, indicating a mix of external research use and public transparency that is less common among similar teams.
To learn more about the advisors currently working at Core Capital Management and Research Inc., 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.
You can also browse Core Capital Management and Research Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Houston, TX
| 13
| |
Wilmette, IL
| 12
| |
Houston, TX
| 29
|
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