Our Investment Process

At Core we are not stock pickers. We use a combination of mutual funds and ETFs to construct client portfolios. In some cases we utilize individual securities and Separately Managed Accounts to achieve specialized goals.

We use these securities to build asset allocated portfolios. This activity is more about managing risk than securing return. We think in terms of protecting capital first and then maximizing return. Our portfolios are not static entities. They change as our forecast of market and economic conditions changes. This is a longer term process so we are not engaged in trading on short term trends.