White Papers
Fundamentals of Investing
By Larry Halverson
The better you understand investment concepts and how CoreStates views the investment process, the more confidence you will have in us and how we manage your portfolio.
CoreStates' investments reflect the thinking of some of the world's leading investment experts and fund managers.
Diversifying among asset classes is important. Selecting specific investments within each asset class can be even more important.
To help us in our search for rewarding investments, CoreStates monitors the work of some of the worlds leading investment strategists. We also maintain relationships with several of the nations leading fund managers who specialize in the asset classes we employ in our clients portfolios. We analyze their strategies and review their performance regularly. And, they have earned our confidence in their integrity, ability, and eagerness to support us in serving our clients.
Having all your securities in one account under our management allows us to serve you better.
Investing cannot be done in the dark. We need a 20/20, 360° view of the global economy and markets. We also need a clear view of each client’s total financial picture. Without it, we simply cannot deliver our full value.