Investment Management

Core Asset Management

Core Asset Management Company is a New York- and Sausalito-based investment management firm specializing in separately managed accounts for individuals. Jack Mayberry, the firm's principal, has more than 35 years experience in the field, first as lawyer in New York involved with securities law matters, then for more than 25 years as the head of Core.

Core provides portfolio management for individuals and families and their related trusts, retirement plans, foundations, and offices. Core’s investment approach is 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.