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)
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Core Capital Management and Research is a multi family office (mfo) based in Houston, United States, managing approximately $990M in assets.
Core Capital Management and Research is headquartered in Houston, United States.
Core Capital Management and Research manages approximately $990M in assets under management.
Core Capital Management and Research focuses on Philanthropy, Joint Venture/Partner, Travel Accommodations & Tourism, Endowment Fund, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Diversified Finance Consulting.
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