Working with Core Bank to manage investments is helpful because we focus on delivering state-of-the-art asset allocation models by utilizing institutional index funds for our clients.
Investment Management Services to Meet Your Needs
The investment management services that we offer at Core Bank include asset management, monitoring of existing investments, portfolio management, and model portfolios. We’ll help you find the best option for you based on your financial goals.
Developing an Investment Management Strategy
We develop a strategy to manage investments that serves as a guide for acquiring and disposing of portfolio holdings. Investment strategies are an important aspect of an investor’s portfolio when specific financial goals are identified.
Investment Portfolio Management
Core Bank will monitor the performance of investments to meet long-term goals and manage risk for an investor. Portfolio management requires the ability to see opportunities and threats for investments and our team will work with you every step of the way.
Online Investment Management
You can monitor your investments online to ensure that they meet your financial goals. Our experienced advisors are available to help you get started and can answer any questions you have while managing your investments. Reach out to us today to learn more!
Investment Management FAQs
What is investment management?
Investment management is the professional management of assets to help meet goals for the benefit of investors.
What are managed investments?
Managed investments are pooled investments that are managed by experts who will buy and sell on your behalf.
Contact Core Bank
Have additional questions? Want to get started with our investment management services? Get in touch with us today! Our team is here for you when you need us.
Latest From the Blog
Core Bank is pleased to announce the addition to the Core Bank mortgage team with Liliana Marquez, a Bilingual Mortgage Loan Originator. Liliana has five years of mortgage experience and joined Core Bank in September 2023. Fluent in Spanish and English, Liliana is dedicated to making the home-buying journey go as smoothly and as enjoyable as possible for her clients. She is passionate about educating her clients to find the best program to fit their needs.
When you’re ready to obtain a mortgage loan, there is actually something you can do to ensure your mortgage payments are more manageable in the future. A buydown mortgage is a financing technique that allows a borrower to obtain a lower interest rate.