Core Asset Management
Core Asset Management Company is a New York and Sausalito based investment management firm specializing in separately managed accounts.
The firm's two principals, Jack Mayberry and John Forlines III, have a combined 57 years experience on Wall Street as investment managers,
investors, investment bankers and securities lawyers.
Core provides portfolio management for individuals, trusts, retirement plans, foundations, family offices, and broker/dealers
and their registered advisor affiliates with an investment approach grounded in long-term global economic, political, and
investment analysis. Core has developed proprietary investment techniques applied to a global perspective and manages four
types of research-driven portfolios adapted to the differing risk and return requirements of its clients.
Core manages a broad range of portfolios, from those suitable for the most conservative, income-oriented investors, to those
appropriate for investors building capital for long-term appreciation. These portfolios are described within the "Investment Strategy"
section of this website.
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Core Notes and Comments
The bond market is returning to normal and there is growing confidence that the banking crisis has past its worst. So we all hope.
Core Comments,
May 11, 2009The economy and the banking system are still in disarray, but the bond market shows signs of rationality.
Core Comments,
April 19, 2009
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