Exceptional portfolio-management commitment and capability

To protect and preserve

Whether you are a financially successful individual or a large institution, the CoreStates approach to portfolio management is designed to protect and preserve – protect your assets from excessive volatility, and preserve their long-term value.

For most individuals, this means much more than that.  It means protecting your lifestyle and preserving your legacy.  For the typical institution, it can make the difference between long-term success and ultimate failure.

We take these commitments and responsibilities very seriously.  We manage our clients’ investments accordingly – with broad diversification and a long-term, global perspective.

Short-term market gyrations are of limited interest to us.  We focus on the twenty major trends, cycles and developments around the world that we believe are most likely to drive stock, bond, real estate and commodity prices, and the value of the U.S. dollar.  Then we carefully select investments that reflect these expectations, and that are prudent.

• In our bond investments, we demand high quality and ready liquidity.
• We seek reasonably priced stocks that will participate in the growth of the world economy.
• We typically own energy and materials-related assets where we believe demand will exceed supply for an extended period of time.
• Where appropriate, we employ other sources of higher investment returns like long/short and multi-strategy hedge funds.
• To preserve our clients’ long-term purchasing power, we will often invest in real estate-related assets as well as natural resources, and sometimes in foreign currencies.

Why such a broad range of investments?  Because investment diversification is the single most effective strategy for reducing investment risk while at the same time providing the opportunity for enhanced returns.

Different types of investments move in different cycles.  When some are up in price, others are up more, some are up less, and a few are down.  So, diversification of assets not only moderates declines in overall portfolio values during bear markets, it also helps assure that at least some of our clients’ portfolio investments are almost always trading at reasonable prices.  And, the best way to achieve favorable long-term investment returns is to avoid having to sell assets into weak markets, even in cases of unexpected cash needs.  This is how our approach to investing protects our clients’ wealth from severe cyclical losses and it is a key aspect of how it preserves their purchasing power to meet their and their families’ long-term financial needs and life goals.

One other distinguishing point about Corestates Capital Advisors that may be even more important. As a Registered Investment Advisor we have accepted "fiduciary" responsibility.  The professional advisors at Corestates, most of whom were employed at brokerage firms, formed Corestates to conduct business as fiduciaries without being subject to the product sales practice goals of their previous firms. That means that, unlike many other providers of investment services, we will act first, foremost and always in your best interest.  We wouldn't have it any other way.

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