Core Financial Advisors

CORE Financial Advisors, LLC, operating as CORE Financial Advisors, is a California-based limited liability company specializing in investment advisory services since 2013. The firm offers Comprehensive Portfolio Management, Financial Consulting, Pension Consulting, Portfolio Monitoring, and Institutional Intelligent Portfolios. Clients can expect personalized investment advice tailored to their financial goals and risk tolerance. The firm's fee structure varies based on services, with fees negotiable and billed quarterly in advance. Clients have the option to impose restrictions on investments in certain securities. The firm acts as a fiduciary, committed to acting in the best interests of clients. Investment strategies include long-term and short-term purchases, with a focus on fundamental and cyclical analysis. Clients can expect regular account reviews and reports, with a minimum account balance preferred for certain services. The firm does not participate in wrap fee programs and discloses its compensation structure transparently. Clients have the option to direct brokerage and are provided with detailed information on brokerage practices and potential conflicts of interest. The firm's Code of Ethics ensures high ethical standards, and clients can request a copy for review. Additionally, the firm does not have custody of client funds and does not accept proxy voting authority for client securities.