Core Capital Management, LLC

Description

We integrate a holistic approach to understanding the multi-generational elements of our client’s financial lives with the fiduciary responsibility of helping select families and individuals make overall financial, investment, risk management, tax and estate planning decisions that reflect their own positive economic, environmental and social values. We seek to provide innovative and sophisticated solutions to our clients with forward-thinking research, and we challenge ourselves to think creatively to unlock potential opportunities and mitigate risks on their behalf.

As an investment management firm, we specialize in sustainable return strategies for private and institutional investors. We seek to add value through SI portfolio construction utilizing a rigorous traditional investment process and integrating Environmental, Social, and Governance (ESG) research into the process. We believe there is a strong connection between delivering long-term performance and incorporating personal responsibility in our business practices (see About Us ), as well as in seeking it in those organizations in which we invest.

To have an understanding of our core, it’s important to begin with what we feel is the definition of the goal of sustainability to “…meet the needs of the present without compromising the ability of future generations to meet their own needs” – World Commission on Environment and Development. Our Common Future. Oxford: Oxford University Press, 1987, p.43.

We provide ongoing sustainable investment management and impact advisory consulting services to Foundations, Endowments, Charities (Nonprofits) to help them meet their important fiduciary responsibilities, enhance their missions, and maximize their overall impacts.

Products & services

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