About Core Asset Wealth Management
Core Asset Wealth Management are a group of investment advisors that formed in 2012 to serve institutional and private clients globally. We can assist and guide you to retire comfortably through industry-leading client service, personally tailored money management and a standard fee structure.
Your goals and needs are unique, and we believe your portfolio should reflect that. We build portfolios tailored to each individual client. Our disciplined approach to building portfolios allows us to analyze the entire investment universe and find what we believe will lead markets moving forward.
Our Company Philosophy
Our primary objective is investment in high quality, high return assets in partnership with our clients, with a focus on asset class diversification in order to spread their exposure. Our unrivaled access to assets and managers, that are not widely available, allow us to offer superior terms and increased market responsiveness for the benefit of our clients.These partnerships attain our goal of an Investor First model for our clientele while diversifying them beyond just a Stock and Bond portfolio.
Our wealth management service strikes the perfect balance between a focus on stable returns and liquid cash flow for new assets. This helps to reduce the risk of exposure to market forces and creates and maintains profitable gains for our clients. At Core Asset Wealth Management, we work with our clients in identifying financial services options which are based on each individual’s specific needs. When it comes to investment and portfolio management solutions, we have established a referral arrangement with a select few portfolio managers whereby we introduce our clients to the benefits of having a fully discretionary managed account.
Our Company Ethics
The diversity of Core Asset Wealth Management’s employees is a tremendous asset. Core Asset Wealth Management is firmly committed to providing equal opportunity in all aspects of employment and will not tolerate any illegal discrimination or harassment of any kind.
In particular, it is Core Asset Wealth Management’s policy to afford equal opportunity to all qualified applicants and existing employees without regard to race, religion, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, citizenship status, genetic information, employment status, or protected veteran status or any other basis that would be in violation of any applicable ordinance or law.
More information on our company code of conduct
