INVESTMENT MANAGEMENT
COMPREHENSIVE, INTEGRATED, CUSTOMIZED INVESTMENT PROGRAMS

Core Wealth Management offers comprehensive investment management solutions tailored to meet your unique circumstances and goals. We take special care to ensure that your investment program is aligned with your need and willingness to assume the risks inherent in investing and is cohesively integrated with all aspects of your financial plan.

RISK MANAGEMENT

There is an overwhelming body of academic evidence indicating that, over time, investors can expect to be rewarded by the amount of risk they accept in their portfolios. We seek to manage that risk by diversifying broadly, both across asset classes and around the world, and by only assuming risks that are worth taking. We work closely with you to build the portfolio mix that makes sense for your plan, and help you stick with your plan when the risk shows up.

BEHAVIORAL FINANCE

Many investors are driven by their emotions, buying and selling at the wrong times. As your financial advisor, we seek to encourage you to focus on your long-term plan and your objectives, not on news headlines and the day-to-day volatility that characterizes the markets. We are committed to creating and adhering to an Investment Policy Statement, which guides our actions under various market conditions, and enables us to take a proactive approach to the management of your portfolio.

WHAT TO EXPECT
FROM CORE WEALTH MANAGEMENT

When it comes to the management of your portfolio, Core Wealth Management is committed to replacing emotion with evidence, guesswork with planning:

Establishing an Investment Policy Statement to guide our way.
Building a well-diversified portfolio consistent with your needs and risk tolerances.
Acting as the voice of reason during market swings.
Regularly reporting to you on how your portfolio is doing in relation to your goals.
Helping you calmly adjust as your goals and needs evolve over time..

Our asset management solutions include: