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

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

Core Investment Management is a single-advisor independent investment adviser that provides discretionary portfolio management and investment supervisory services to individual and high-net-worth clients, with about $22.35 million in assets under management and a small client roster. The firm prepares an individualized Investment Policy Statement for each client and conducts regular portfolio monitoring as part of its ongoing management services. The firm’s investment process combines fundamental and technical analysis and uses a mix of long-term and short-term trading strategies, including options writing (covered and uncovered) and a range of vehicles such as mutual funds, equities, bonds, ETFs and REITs. Clients typically grant the adviser discretionary authority to implement the Investment Policy Statement, and custodial account reporting is provided at least quarterly. Distinctive aspects disclosed in the brochure include that the firm’s principal is also licensed to sell insurance and may offer commissionable insurance products to clients, a relationship the firm describes as a potential conflict of interest and discloses to clients while stating clients are not required to purchase through the adviser. The firm operates as a solo practitioner managing a modest number of accounts and documents use of higher-risk strategies (e.g., uncovered options) and client-directed brokerage options, which may be less common among similar independent advisers.

To learn more about the advisors currently working at Core Investment 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.