Core Beliefs and Values
Our Beliefs and Values
We have several important beliefs and values here at CoreStates:
We believe that clients should invest their time before investing their money. They have spent a lifetime gathering their assets and often underestimate the effect on portfolio volatility when they choose to take on more risk in an effort to attain higher returns.
We believe that our clients should demonstrate absolute respect for their hard work and resulting wealth. By using low risk portfolios, as opposed to creating wealth using high-risk investments that will protect wealth. Taking credit risk is never appropriate for clients who require income-generating investments, regardless of the market yield environment. Portfolios restricted to domestic asset classes subjugate themselves to US monetary policy and US foreign policy.
At CoreStates, we believe that portfolio risk can be mitigated through a balance of traditional and nontraditional asset classes, having at least a 20-year time horizon, and reducing volatility, can create wealth.
What We Value
We value the lifetime client relationships we have been able to build here at CoreStates. It is the honesty and integrity, which are the cornerstones of our business and personal relationships. The power of communication is our catalyst for trust, education is our foundation of lifetime personal growth, and extraordinary service preserved through our clients eyes are values we could not put a price.
The impact of partnerships, the blending of professional skills to solve client problems are values that help us work together as a team. We value quality of doing things right and the diverse opinions that are the foundation of our investment decisions.