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) 332-2151

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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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 create research-driven portfolios tailored to varying risk and return profiles. Their offerings range from conservative, income-oriented portfolios to those aimed at long-term capital appreciation.Explore more
Core Asset Management's Social MediaPopular SearchesCore Asset Management CoSIC Code 62,628NAICS Code 52,523Show more

Core Asset Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Core Asset Management

<$5M
11-50
Private
-
1978
<$5M
1-10
Private
<$5M
2017
<$5M
11-50
Private
-
1986
Stefan Meierhofer, President & Chief Executive Officer at Telos Capital Management
Stefan MeierhoferPresident & CEO
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
11-50
Private
-
2013
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Core Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Core Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Core Asset Management.

Core Asset Management Tech Stack

A closer look at the technologies used by Core Asset Management

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Frequently Asked Questions Regarding Core Asset Management

What is Core Asset Management's official website?
Core Asset Management's official website is www.coreasset.com
What is Core Asset Management's Revenue?
Core Asset Management's revenue is <$5 Million
What is Core Asset Management's SIC code?
Core Asset Management's SIC: 62,628
What is Core Asset Management's NAICS code?
Core Asset Management's NAICS: 52,523
How many employees does Core Asset Management have?
Core Asset Management has 11-50 employees
What industry does Core Asset Management belong to?
Core Asset Management is in the industry of: Finance, Securities Trading
What is Core Asset Management competition?
Core Asset Management top competitors include: Journey Capital Advisers, QVest, Evanson Asset Management, Columbus Macro
What technology does Core Asset Management use?
Some of the popular technologies that Core Asset Management uses are: Microsoft 365, Sectigo, GoDaddy Web Hosting, Cloudflare DNS
How do I contact Core Asset Management?
Core Asset Management contact info: Phone number: (415) 332-2151 Website: www.coreasset.com
What does Core Asset Management do?

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... ent strategy grounded in global economic and political analysis, utilizing proprietary techniques to create research-driven portfolios tailored to varying risk and return profiles. Their offerings range from conservative, income-oriented portfolios to those aimed at long-term capital appreciation.Read More

What are Core Asset Management social media links?
Core Asset Management Linkedin page Core Asset Management Facebook page
Is Core Asset Management a public company?
Core Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Core Asset Management

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