Core Capital Management & Research is an investment advisory firm based in Houston, Texas, founded by Louis J. Pelz, Jr. in 2008. The firm provides investment management and advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and business entities. Core Capital Management & Research furnishes investment advisory services on both discretionary and non-discretionary bases, tailoring investment styles to each client's individual goals, objectives, risk tolerance, and overall financial situation. The firm's core offerings include investment strategy development, personal investment policy creation, asset allocation, asset selection, continuous portfolio monitoring, stock and bond selection, and market research. The firm utilizes various methods of analysis including charting, fundamental, technical, and cyclical analysis, and employs long-term purchases, short-term purchases, trading, short sales, and option writing strategies. Core Capital Management & Research does not participate in wrap fee programs and does not charge performance-based fees.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual fee ranges from 0.10% to 3.00% depending on the size of the account. All advisory fees are negotiable.