Founded in 2005, CORE Investment Management, LLC is a registered investment adviser (RIA) based in Houston, Texas. The firm is dedicated to providing personalized portfolio management and holistic wealth management solutions. They operate on a fee-only basis, emphasizing a commitment to objectivity and acting in their clients' best interests. Their services include discretionary investment management, asset allocation, and financial planning tailored to the specific goals of a select group of affluent clients.

Founded in

United States