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Total: 17 results found.

Looking on the Brighter Side

Created on Monday, 13 February 2012. Posted in main/blog

... their own best interests in business, personal consumption and investments. It is clear that we face significant problems in terms of deficit spending and the level of the national debt. Our economy holds ...

Retirement Security? The Name of the Investment Game is Controlling Risk

Created on Monday, 07 November 2011. Posted in main/blog

As an investment manager, I learned a long time ago that I do not have much control over the rate of return on an investment that is the markets role. The extent of my control over return is setting up ...

Have you had “the talk” with your parents?

Created on Friday, 24 June 2011. Posted in main/blog

... we're fine" prevent many parents from having an open discussion with their children. The economy, however, has hurt not only Americans of working age but has hurt retired Americans. Shrinking investment ...

Financial Planning for Chronic Disease: Parkinson’s Disease

Created on Friday, 25 February 2011. Posted in main/blog

... by chronic disease raise unique issues.  At Core Capital Solutions, LLC we specialize in planning and developing investment strategies for older adults with chronic disease. Such planning typically ...

wealth management header

Created on Thursday, 28 October 2010. Posted in main/rotating header

... unique investment approach to managing your wealth that will help you meet your future goals while keeping your current needs in mind. Read more...  ...

Important Disclaimer

Created on Friday, 15 October 2010. Posted in main/general

...  Links to other sites endorsing a stock or other investment, should not be construed to be a recommendation of that stock or investment by any member of Core Capital Solutions LLC. Investment advisory, ...

David Fluett

Created on Friday, 15 October 2010. Posted in main/team

... of investments and strategies to meet the needs of our clients. Prior to Core Capital, he was an Investment Counselor with Halbert Hargrove/Russell (HH/R), and he was Chief Investment Officer and a founder ...

Investment Advice

Created on Wednesday, 06 October 2010. Posted in main/wealth management

When it comes to investment risks, we're scaredy cats. When it comes to investment costs, we're cheapskates. Scaredy cats – While we cannot eliminate all investment risk, our primary emphasis is to manage ...

Education Planning

Created on Wednesday, 06 October 2010. Posted in main/wealth management

... ways to save? Do college savings need an investment plan that is different than the one for retirement savings?  ...

Investment Selection & Monitoring

Created on Wednesday, 06 October 2010. Posted in main/Qualified Plan Consulting

A Plan Sponsor's fiduciary status frequently drives them to seek assistance with investment selection and monitoring. We are available to provide these services on a discretionary or on a consulting basis ...

History

Created on Wednesday, 06 October 2010. Posted in main/about

Core Capital Solutions LLC is a Registered Investment Advisory (RIA) firm. We have approximately 70 clients and provide advisory services on over $175 million. While we began operations in 2005, Core ...

Our Investment Process

Created on Wednesday, 06 October 2010. Posted in main/about

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 ...

Our Approach

Created on Wednesday, 06 October 2010. Posted in main/about

Core Capital Solutions focuses on being flexible while navigating the world of investment management. Our investment style cannot be fit into a nice, neat box. In other words, we keep an open mind. This ...

about

Created on . Posted in Category

Core Capital Solutions LLC is an investment advisory firm registered with the Securities and Exchange Commission. We have 70 client relationships, and consult on or manage over $175 million dollars.  ...

wealth management

Created on . Posted in Category

... design a unique investment approach to managing your wealth that will help you meet your future goals while keeping your current needs in mind. We act as your fiduciary so you needn't worry if there ...

Life After 65

Created on . Posted in Category

The bad news is that life after age 65 is becoming as complicated and confusing as life before age 65. The good news is that Core Capital Solutions LLC is here to help. From developing an individual investment ...

Qualified Plan Consulting

Created on . Posted in Category

... AIF, Accredited Investment Fiduciary and a CPA, Certified Public Accountant.  ...