CORE Capital Overview

View the CORE Capital Overview »

CORE Capital Markets, LLC is a Registered Investment Advisor formed over 15 years ago to provide asset class portfolios to an exclusive group of financial professionals. The primary goal of CORE Capital is to build and monitor portfolios that achieve an attractive balance between a client’s risk tolerance and the desired rate of return, while minimizing their investment expense. In order to achieve this goal, CORE established a strategic partnership with Dimensional Fund Advisors, Inc. (DFA) to apply academic research to Capital Markets.

CORE Capital’s approach is firmly rooted in the belief that markets are efficient and that investors’ returns are determined principally by asset allocation decisions, not market timing or stock selection. Dimensional portfolios do not track popular market benchmarks however. Each fund is designed to capture separate dimensions of worldwide returns which are accompanied by independent sources of risk. The firm also places great emphasis on minimizing trading costs. Unlike conventional passive managers who replicate an index in mechanical fashion, Dimensional employs sophisticated trading strategies in return for substantial cost reductions and therefore improved total return.

The Founder and Managing Partner of CORE Capital, Whit Brown, has been managing Dimensional models for more than 30 years. CORE Capital Markets delivers the performance of the Global Capital Markets, while increasing returns through portfolio construction. The result: together with DFA, CORE Capital Markets, LLC delivers an investment solution that gives the client a great chance to succeed long term.