CORE Investment Management, LLC

Excellence in investment management is key to financial success. Our investment selection process is committee driven and each of our members brings a unique perspective and individual expertise to the committee. These combined talents create a comprehensive, substantive architecture leading to dynamic strategies to assist clients in achieving their specific goals and objectives. We maximize our extensive resources to provide a diversified investment strategy created specifically to help you meet your financial goals and objectives. Our financial professionals work closely with you to create a unique investment plan. This plan includes a calculated mix of equity and income positions as appropriate based on our in-depth review of your financial situation. Advisory Services offered through Asset Management Financial Services, Inc., a Registered Investment Advisor.

Website

http://www.COREManagement.net

External link for CORE Investment Management, LLC

Industry

Financial Services

Company size

2-10 employees

Headquarters

Clearwater, Florida

Type

Privately Held

Founded

2012

Specialties

Asset Management, Cash Flow Analysis, Comprehensive Financial Planning, Estate Planning, Financial Planning Services, Investment Income Planning, Life Insurance Planning, Retirement Planning, Social Security Planning, Tax Planning, and Life Insurance Planning