CORE Investment Management, LLC
1401 South Fort Harrison Avenue, Clearwater, Florida, United States
About the CORE Investment Management, LLC
CORE Investment Management, LLC is a finance institution located in Clearwater, Florida, United States. Our CORE mission is to develop lasting client relationships that enhance lives and support the realization of dreams through education, communication, objectivity, and service excellence. As a fee-only management firm, we provide impartial investment advice that puts your interests first. Our team, led by President Jim, brings over 50 years of experience in investment management, ensuring a broad economic perspective and a commitment to your financial success.
Our dedicated team, including Vice Presidents Helen and Wendy, is focused on providing personalized investment advisory services to help you achieve your goals. Our Chief Compliance Officer, Wendy, has over 25 years of experience in the industry and is passionate about community involvement and philanthropy. Operations Manager Dana brings a wealth of experience in banking and management to ensure efficient operations and client service.
Our Operations Manager, Madison, oversees all trading activity and client cash-flow, ensuring smooth operations and monitoring transaction activity. At CORE Investment Management, we believe in the power of teamwork and collaboration to provide the best possible service to our clients. Contact us today to start your journey towards financial success and achieving your dreams.
Photos of CORE Investment Management, LLC
1401 S Ft Harrison Ave, Clearwater, FL 33756, United States
Opening hours of CORE Investment Management, LLC
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
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