For more than 25 years Core Capital Management and Research has been providing peace of mind for investors who are looking for competent, credible, and transparent investment management.
Our fee-only investment management has been recognized for excellence by the Houston Business Journal, Five-Star Manager Award, Who’s Who in America, and the Wall Street Journal’s, Houston’s Premier Financial Advisors.
Investment Management is the process of selecting stocks from the universe of all stocks available which match the risk and return goals of the individual or institutional investor.
While some investors may prefer high flying small cap technology stocks with the promises of huge returns, others may desire more mature companies with a long history of stable returns and dividends. What distinguishes one investment manager from others is the process they employee to achieve this outcome. The process they used is called their style.
Investors have been conditioned through marketing and sales techniques to use most recent returns for deciding their investment strategy. This has led to the destruction of millions of dollars of investor capital. Unless an investor has an understanding of the process a manager uses to invest their capital they unable to determine if the returns of the manager where the result of skill or blind luck.
At Core Capital Management & Research, we objectively examine the entire universe of stocks listed on the NASDAQ, AMEX, and NYSE to select stocks based on a strict criteria of factors which have proven to have predictable success based on 53 years of historical data.
At Core Capital Management and Research, we work with discerning individual investors to develop a strategy tailored specifically to you. At Core Capital Management and Research, we partner with you to understand your short and long-term investment goals, your income, savings and spending needs, and your ability to tolerate risk in the market. We put our decades of experience to work to create an individualized portfolio in line with all of your goals. As we continue to manage your account, we provide you with concierge-style service and help you maintain discipline and objectivity in all of your investment decisions.
At Core Capital Management & Research we manage:
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