Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Sausalito, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$58,000,000.00
Gross Revenue
$400,000.00
# of Accounts
124
Avg Client Age
64
Overview

Core Asset Management was formed in 1980 and manages capital for individuals and families. We seek to develop our business by acquisition of or 'alliance' with other firms. We have a robust and scalable portfolio administration set up using Advent's Axys, that can be quite useful to a firm acquiring or joining us. We manage capital conservatively, employing ETFs and mutual funds to express our investment views for clients. Our present view and our experience suggest that we can most effectively develop our business and that of those with whom we work through 'partnership' or 'alliance.' Core writes regularly to clients and friends in Core Comments, that one may see on our website, ___

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