Core Investment Management provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. Core Investment Management builds a personalized Investment Policy Statement for every client and handles investments across mutual funds, equities, bonds, exchange-traded funds, real estate investment trusts, and government securities. Core Investment Management uses fundamental and technical analysis, along with long-term and short-term trading strategies and options writing. Core Investment Management serves individuals and high-net-worth individuals, managing assets with full authority to make trades on the client's behalf.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable depending on client needs and situation complexity.