Core Asset Managnement LLC

Overview

Core Asset Managnement LLC is a small, fee-based advisory firm that provides discretionary portfolio management for individuals and small businesses. The firm’s stated investment tilt is toward public equities, with exchange-traded securities forming the dominant share of client portfolios. Core Asset Managnement LLC does not position itself as an ESG investor, it is not a multi-state adviser, and it does not operate as a capital allocator or pension consultant. The business is organized as a limited liability company and is owned by an individual operator, focused on direct portfolio management rather than running pooled vehicles. Investment activity centers on equity exposure delivered through managed separate accounts and liquid public-market instruments, supplemented by mutual funds and commodity-related alternative exposure. The advisory mandate is percentage-of-AUM based, and the firm manages client assets on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices