Core Asset Management Company Employee Directory
Financial ServicesCalifornia, United States2-10 Employees
Core Asset Management Company is a financial services firm specializing in investment management with a focus on separately managed accounts for individuals. Based in Sausalito, California, and also linked to New York, the company serves high-net-worth individuals seeking customized asset management solutions through separate accounts. The firm operates in a niche within the broader investment management industry, aligning tailored portfolios with individual client needs rather than mass-market strategies. With a small team, the company provides specialized advisory services and manages client investments, offering a localized presence in Sausalito and a broader geographic footprint through its dual base.