Core Capital Management, LLC

Core Capital Management provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate/business entities. The firm also advises on variable life/annuity products, employer‑sponsored retirement plans, and 529 plans, implementing recommendations through the account custodian or the product provider.

Portfolios are customized to each client and built primarily from individual equities and fixed‑income securities using a combination of fundamental, technical, and cyclical analysis; the firm employs a proprietary research process that screens institutional holdings and maintains internal watch lists. Core Capital typically operates on a non‑discretionary basis and delivers recommendations for client or custodian-directed execution rather than managing most assets on a discretionary trading basis.

What is noteworthy for a solo independent adviser is the firm’s use of derivatives in separately managed accounts and its explicit acceptance of charitable organizations and corporate/business clients, both of which are less common among peers. The firm reports that essentially all of its approximately $41 million in assets under management are non‑discretionary, and the principal also publishes an investment newsletter, an activity that may be recommended to clients.