What is Core Capital Management, LLC?
Core Capital Management, LLC (CCM) has been a trusted partner for business owners and their families since 2007, helping them create and preserve wealth. Based in Huntington Beach, California, CCM focuses on serving families, business owners, and executives who face the everyday challenges of life and financial planning. From raising kids—getting them to school, managing their activities, and navigating relationships—to handling the financial commitments of college savings, retirement, health care, and estate protection, CCM understands it all. They also recognize the hard work and sacrifices involved in building and running a successful business, as well as the importance of planning for a rewarding retirement. This deep understanding comes from shared experience, making CCM a firm that truly gets what clients are going through.
Main Benefits of Core Capital Management
CCM offers a range of benefits that set it apart in the investment advising industry. Here are some key figures and facts that highlight their strengths:
- Established in 2007, with over a decade of independent service
- Operates on a fee-basis, ensuring clients’ needs come first
- Functions as a financial fiduciary, always acting in the best interest of clients
- Deep domain expertise in Investment Management, Private Wealth Management, and Financial Planning
- Strong focus on Sustainable and Responsible Investment (SRI), Environmental, Social, and Corporate Governance (ESG) principles
- Located in Orange County, serving clients across Southern California including Los Angeles
- Maintains a B Corp score of 81.5, reflecting commitment to social and environmental performance
Understanding the Client’s Journey
CCM’s approach is rooted in empathy and real-life experience. They know that families today juggle a lot—kids’ schedules, school, sports, social lives, and the financial pressures that come with it all. On top of that, there’s the responsibility of saving for college, planning for retirement, and managing health care costs for both clients and their parents. And, of course, there’s the crucial task of protecting the family and estate in case of unexpected events. CCM’s team doesn’t just offer advice from a distance—they’ve lived these challenges, making their guidance practical and relatable.
Expertise in Business and Wealth Management
Running a business is no small feat. CCM understands the sacrifices and dedication it takes to build something successful. Their services are tailored to meet the unique needs of business owners and executives, helping them manage their wealth effectively while planning for a secure retirement. This includes risk management, asset allocation, and financial strategies that align with each client’s goals and values. The firm’s independent status means they’re free from conflicts of interest, focusing solely on what’s best for their clients.
Commitment to Sustainable and Responsible Investing
In today’s world, investing isn’t just about returns—it’s about impact. CCM embraces Sustainable and Responsible Investment (SRI) and Environmental, Social, and Corporate Governance (ESG) principles, helping clients invest in ways that align with their values. This approach not only supports positive social and environmental outcomes but also aims to manage risk and enhance long-term financial performance. Clients looking for investment options that reflect their commitment to sustainability will find CCM’s expertise invaluable.
Project Impact on Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – Supporting business owners and executives in sustainable wealth creation
- SDG 10: Reduced Inequalities – Offering independent, client-focused financial advice to diverse families and individuals
- SDG 12: Responsible Consumption and Production – Promoting sustainable investment strategies
- SDG 13: Climate Action – Integrating ESG factors to address environmental risks
- SDG 17: Partnerships for the Goals – Collaborating with clients to achieve financial and social objectives
Connecting with Core Capital Management
Located at 20352 Allport Ln, Huntington Beach, California, CCM is accessible for those in Orange County and the greater Southern California area. Clients can reach out via phone at 877-316-1113 or email at info@core-capital.net. The firm encourages visitors to explore their website to learn more about their services, fees, and communication options. With a strong foundation in financial fiduciary duty and a commitment to client-centered service, Core Capital Management stands out as a reliable partner in wealth management and financial planning.
