Core Financial Advisors Home >> Individuals >> Investment & Wealth Mgt. Services

Every client has unique financial goals, objectives and circumstances that demand individual attention. This is why we document our investment process as a personalized or institutionalized Investment Policy Statement (IPS), which serves as a “Business Plan” for your investments. The IPS provides a statement of your investment philosophy and investment goals, while establishing the investment management procedures that CORE Financial Advisors, Inc. will follow when implementing your future investment decisions.

Core Financial Advisors, Inc., a fee-based registered investment adviser, can bridge the gap between you and your desired investment program through our five-step asset management process:

1. In-depth profiling of your specific investment needs and objectives, time horizon, and attitude toward investing
2. Design personalized asset allocation model
3. Select well-diversified portfolio of mutual funds or separate accounts managed by preeminent money managers
4. Manage, monitor and rebalance your portfolio
5. Provide a comprehensive reporting package with account level performance reports and informative results

Whether you’re accumulating or preserving your wealth, CORE Financial Advisors, Inc. delivers on the challenge of investment management.

Reach us at requestinfo@cfaplanning.com to schedule an introductory meeting.