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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, and family offices,
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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