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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-06-2002
- Office Locations
- 1
Office Locations
About Core Asset Management Company
Core Asset Management Company is a Sausalito, CA investment manager providing separately managed accounts and portfolio management for individuals and families, including related trusts, retirement plans, foundations, and family offices. Led by principal Jack Mayberry (40+ years in securities law and investment management), the firm applies long-term global economic and political analysis to proprietary, research-driven portfolios across income-to-growth risk profiles, often implemented with ETFs; custody includes Schwab and Fidelity.
Team overview
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Asset Classes
Investment Vehicles
Services
Owner & Executives
JOHN NORMAN MAYBERRY
Chairman Of The Board, Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4380338
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,561 | $287,167 |
| Non-Discretionary | $0 | -- |
| Total | $44,561 | $287,167 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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