Investment Services

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Crafting a Distinctive Portfolio

 
 

When it comes to investment decisions,
endless options can be daunting.

Unlike many firms, at CORE we cut through the confusion by utilizing our team of specialists when creating your custom portfolio. You’ll never receive an investment plan from one of our knowledgeable advisors until our entire team reviews it to determine what’s in your best interest.

As your financial guides, we take your lifestyle goals and family income needs seriously, but we also use sound data to help you reach your desired destination. Some of the investment vehicles utilized at Core Wealth Advisors include:

 
 

Equity Securities (Stocks)

A Stock is a type of investment that signifies ownership in a corporation and represents a claim on part of that corporation’s assets and earnings. It’s an important vehicle to discuss because equities will impact the potential risk and return of your entire portfolio.

Fixed Income Securities (Bonds)

A Bond is a fixed income investment in which an investor loans money to an entity (typically corporate or government) which borrows the funds for a defined period of time at a variable or fixed interest rate.

Exchange Traded Funds (ETF)

An Exchange-Traded Fund (ETF) is a marketable security that tracks an index, a commodity, bonds, or a basket of assets like an index fund. Unlike mutual funds, an ETF trades like a common stock on an exchange.

 
 

Process Driven Approach

Choosing the right investment products are important- but so is the thought process behind those choices. The universe of investment choices is astounding. We take your risk tolerance and yield expectations into consideration at every step of the process.

 
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Financial Planning Services

 

Wealth Management Services