Broker Check

Solutions and Services

Core Values Investment Management has relationships with numerous companies to provide our clients Solutions and Services:


  • Mutual Funds
  • Unit Investment Trusts
  • Separately Managed Accounts
  • Personalized Unified Managed Accounts (family wealth integration)
  • Direct Participation Programs
  • Fixed, Indexed and Variable Annuities
  • Term, Variable, Universal and Survivor life insurance
  • Disability, Long Term Care insurance solutions


  • Two scheduled annual meetings
  • Annual appreciation and education meetings
  • Additional meetings upon request
  • Weekly Economic Updates
  • Review of goals and objectives
  • Risk tolerance analysis
  • Financial plan development and updates
  • Net-worth analysis
  • Asset allocation analysis
  • Education and retirement funding strategies and needs analysis
  • Portfolio re-balancing and asset allocation
  • Portfolio performance reporting software
  • Access to accounts online and option for paperless statements
  • Tax and cost basis reporting
  • 401(k) and retirement plan analysis
  • Distribution strategies
  • Insurance analysis and planning: life, disability, LTC, liability and health
  • Estate planning: wills, living wills and powers of attorney review with referral
  • Pension and Social Security maximization analysis and recommendations
  • Unlimited consultations with attorneys, CPA and other professionals
  • Conservation of wealth: best practices
  • Gifting strategies
  • Trust integration
  • Charitable giving tax strategies
  • Executive compensation analysis: deferred compensation, stock options and concentrated equity positions