We have a sound, thoughtful, and disciplined process combined with a diverse and sophisticated research platform to help you build and protect your wealth.
Investment, Insurance and Advisory products:
Are not FDIC insured | Are not bank guaranteed | May lose value | Are not deposits | Are not insured by any federal government agency | Are not a condition to any banking service or activity
Investment Management takes away the guesswork and makes your goals possible.
Using sophisticated technology and access to world class research, we can provide clients with a well-constructed investment portfolio that helps create and preserve wealth. Our philosophy and process adhere to a rigorous investment discipline that is coordinated with legal, tax and insurance advisors. We tailor customized investment portfolios to meet specific needs and objectives of our clients.
The first step in designing an investment portfolio is understanding your goals and objectives. We work with you to identify your comfort level with risk and ability to take risk. This risk/return framework guides us in selecting the investment objective that most suits your needs.
Once your needs, goals, and ability & willingness to take risk are assessed we determine the best investment portfolio for you. We invest in the typical asset classes such as stocks, bonds, and money market, but may also invest in option strategies, commodities, real estate, foreign debt, alternatives, etc. if they make sense in your portfolio.
We are risk/return focused investors looking at the risks and expected returns of everything we invest in. We want to get paid well for the risks we take. As long-term, fundamental investors we are not day trading but trying to determine which assets will perform the best over the long-term. We try to keep costs low and are open architecture which means we will purchase any available investment that makes sense for our clients. We are not beholden to using any specific company’s products but are able to use almost any investment firm.
Your investment portfolio is monitored by a team of well-trained, highly qualified, experienced, and skilled professionals that include a Portfolio Manager and Trust Officer. Furthermore, the investment team, the Trust Investment Committee, and Board of Directors provide oversight on your investments.
Our goal is simple: help you get the most out of your investments with the right mix tailored just for you. We take into account what matters to you, your goals, timeline and comfort level when building a plan that fits.
It’s rare that we would put on a short-term (Tactical) trade. Instead, we are more strategic in our investments, trying to determine what assets will work best for you over the next 3-to-10 years. To do this we are taking into consideration the various drivers of returns and risks such as valuation metrics, 3 to 10 year expected returns, interest rates, inflation rates, credit spreads, default rates, debt levels/metrics, and much more.
At CoreFirst, our financial pros are more than just credentials—they’re real people who care about helping you make smart moves with your money. Get to know the friendly faces who bring experience, insight, and a personal touch to every plan.
| Investment, Insurance and Advisory products: |
| Are not FIDC insured | Are not bank guaranteed | May lose value |
| Are not deposits | Are not insured by any federal government agency | Are not a condition to any banking service or activity |