Core Asset Management Company

Core Asset Management Company, established in 1979, specializes in managing investment portfolios for individuals, qualified pension plans, trusts, and other investment vehicles. The firm primarily invests in public securities using Exchange-Traded Funds (ETFs), mutual funds, and individual stocks and bonds. Core offers a range of portfolio types, from Capital Preservation to Global Growth, tailored to meet different risk levels. The firm manages $38,957,175 on a discretionary basis as of February 28, 2025, subject to client-imposed restrictions. For compensation, Core charges a fee based on assets managed, starting at 1% per year for the first $1 million, with a minimum annual fee of $10,000. Fees are billed quarterly in advance. Clients can choose to have fees deducted from their account or receive a quarterly bill. Core does not participate in wrap-fee programs and does not receive performance-based fees. The firm does not have disciplinary history and has no other financial industry activities or affiliations. Core conducts thorough analysis to construct portfolios that align with global economic trends while mitigating risks. Clients must be prepared for investment losses as all investments carry inherent risks. The firm accepts discretionary authority to manage client accounts and votes client securities as directed or in the client's best interest. Core provides regular reports to clients and offers a general newsletter discussing investment insights. Clients are not obligated to act on Core's recommendations and have the freedom to execute transactions independently.