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About CORE ASSET MANAGEMENT COMPANY
CORE ASSET MANAGEMENT COMPANY is a well-established financial firm that specializes in providing personalized investment management and financial planning services to its clients. With a team of highly experienced and knowledgeable advisors, the company has earned a reputation for helping individuals and businesses achieve their financial goals with confidence and trust. The following provides an in-depth overview of the company and its offerings without explicitly stating their role as financial experts.
How does the advisor help clients – Key Takeaways:
- Provides personalized investment management services
- Offers comprehensive financial planning solutions
- Aligns strategies with client’s financial goals and risk tolerance
- Regularly monitors and adjusts portfolio to maximize returns
Facts and Insights
CORE ASSET MANAGEMENT COMPANY has been in business for over 25 years, serving a wide range of clients from individuals and families to businesses and institutions. As of 2021, the company manages over $5 billion in assets and has a team of 15 experienced advisors. With a strong track record of success and commitment to ongoing education and market research, the company stays up-to-date with the latest financial trends and strategies to provide the best possible advice to its clients.
| Year Founded | Number of Advisors | Assets Under Management (in billions) |
|---|---|---|
| 1996 | 15 | $5 |
Financial Services Offered
CORE ASSET MANAGEMENT COMPANY offers a wide range of financial services to cater to the diverse needs of its clients. These include:
- Investment Management
- Financial Planning
- Estate Planning
- Tax Planning
- Retirement Planning
- Education Planning
Client Types
The company serves a variety of clients, including:
- High Net Worth Individuals
- Families
- Businesses
- Institutions
Fees & Compensation
CORE ASSET MANAGEMENT COMPANY operates on a fee-only compensation structure, which means that the company does not receive any commissions or third-party payments. This ensures that their advice is always in the best interest of the client and eliminates any potential conflicts of interest. The fees charged by the company are transparent and based on a percentage of the assets under management.
Background
The team at CORE ASSET MANAGEMENT COMPANY is highly qualified and experienced in the financial industry. Their advisors have various professional certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Investment Management Analyst (CIMA). This expertise, combined with their dedication to client satisfaction, has made the company a trusted and reputable partner in the financial world.
Financial Advisor Disclosures to Know
As a registered investment advisor, CORE ASSET MANAGEMENT COMPANY is required to disclose any potential conflicts of interest and disciplinary history. They provide full transparency to their clients and uphold the highest ethical standards to ensure their clients’ trust and satisfaction.