Core Asset Management
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
PO Box 866, Sausalito, California, 94966...Phone Number
(415) 332-2151Website
www.coreasset.comRevenue
<$5 MillionIndustry
About Core Asset Management
Core Asset Management Company is an investment management firm based in Sausalito, specializing in separately managed accounts for individuals and families. Led by Jack Mayberry, who has over 40 years of experience, the firm offers portfolio management services for trusts, retirement plans, foundations, and offices. Core employs a long-term investment strategy grounded in global economic and political analysis, utilizing proprietary techniques to cater to varying risk and return profiles. The firm manages a diverse range of portfolios, from conservative income-oriented options to those aimed at long-term capital appreciation.Explore more
Core Asset Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
1986
JF
Jonathan FairchildExecutive Vice President & Director, Financial Consulting & Business Development Principal
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Core Asset Management Company is an investment management firm based in Sausalito, specializing in separately managed accounts for individuals and families. Led by Jack Mayberry, who has over 40 years of experience, the firm offers portfolio management services for trusts, retirement plans, foundations, and offices. Core employs a long-term investm... Read More
