CORE INVESTMENT MANAGEMENT, LLC

Overview

Core Investment Management, LLC is a small, fee-based wealth adviser that serves individual and family clients with a portfolio-management focus. The firm charges a percentage-of-AUM fee and concentrates client portfolios on liquid equity exposures, using exchange-traded equities and mutual funds as primary building blocks. Its business mix includes real estate brokerage and insurance brokerage activities, which suggests advisers can coordinate investment planning with clients’ property transactions and insurance needs rather than running a separate private-capital platform. The adviser is organized as a limited liability company with individual ownership and positions itself to manage portfolios for individuals and small businesses. The firm does not identify as a capital allocator and is not active on ESG integration or pension consulting. Given the size and client base, investment decisions appear centered on straightforward equity exposure and account-level customization rather than large-scale institutional strategies.

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Public Holdings

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Location & Offices