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 Style

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. 

Investor Insights.

   

Who We Serve

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:

  • Individual and Joint Accounts
  • Retirement Accounts & IRA Rollovers
  • Trust funds
  • Family offices
  • Institutions and businesses
  • Charitable organizations
  • Foundations
  • Endowments
  • Company retirement plans/401(k)

Meet My Team

Louis Pelz

Founder & CIO - In 1987 Louis began his career developing investment strategies for tier one investment managers. His clients included Western Asset Management, Ohio Life Insurance Co., and Goldman Sachs Asset Management. In 1997, after serving as a managing director for MJ Whitman, a Wall Street investment firm, Louis decided to start his own firm. The mission was and has been to bring institutional level sophistication to investors of all size. Lou is a native of Houston and graduated from University of St. Thomas with a degree in Business and Economics in 1980. He is married to the former Stephanie Rena and has four step-children. He is an active member in his community and currently serves or has served on the following boards: Investment Committee for University of St. Thomas, Investment Committee for the National Exchange Foundation, former chairman of the Investment Committee for the Christus Foundation, Sam Houston Area Boy Scouts of America, and the University of Houston Honors College.

John Barry

Senior Partner - John began his financial career in high net worth estate planning. John is a graduate of the University of Dallas with a Bachelor of Science in Mathematics. He continued his education at the University of Houston, Bauer College of Business where he earned his M.B.A. John is a native of Houston as is his wife Nancy. While busy with their six children, John is also active in his parish of St. Michael, a member of the Houston Livestock Show and Rodeo Calf Scramble Committee, which is dedicated to the funding of scholarships, educational endowments and other educational programs, a member of the National Exchange Club - Memorial Chapter and has served on Catholic school boards.

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