"To engage and implement financial solutions allowing investors, entrepreneurs, and business owners to successfully reach their financial goals."
Our firm’s specialty is working with individual investors, professional service practices, entrepreneurs, and business owners.
We engage in what the financial service market calls “alternative investing”. Of course, what they are referring to is anything which does not conform to their normal stock, bond, and cash equivalent investments.
If you are looking for a “cookie cutter” one size fits all approach, you have come to the wrong place. As a matter of fact, we are considered “contrarian investors” who do not conform to the financial service industry’s standards of wealth management. We practice wealth management through investing in active and passive real estate, business ownership, and other financial products.
We also believe in a primary goal of educating and coaching our clients before any products or solutions are implemented. And, we fully disclose all fees and the risks inherent within these products or services. Once the client fully understands and is comfortable with a selected approach, we move forward towards implementation.
We are prosperity advisors who only recommend products and services we believe to be the “best fit” for our clients. Ultimately, it is the client’s choice and we do not attempt to coerce a client for our financial benefit. As a matter of fact, we encourage our clients to shop around for the best products and services for their particular needs.
Core Investment Management Group, LLC is committed to providing honest, straightforward investment advice and counsel to individuals and entrepreneurs who desire to educate themselves to become “intelligent investors”. Our intelligent investor program is designed to empower and move our clients to financial prosperity.