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Questionnaire
Investor Profile
Completing a CoreStates Investor Profile is the first step in achieving your investment goals. The purpose of this profile is to clearly define your financial objectives, investing principles and risk concerns.
Evaluations
Receive a 2nd Opinion of Your Portfolio
"Is your portfolio strategically aligned for what lies ahead? Maybe its time for a second opinion."
Market Insights
CoreStates Bond Strategy
The economy is suffering. Even the strongest individual and corporate borrowers are facing tightened loan terms. Weaker credits are simply unable to refinance. The Federal Reserve is pushing short rates lower to limit the pain. But, bond investors are spooked by the recent inflation data, especially for oil, grains and other commodities. Higher inflation is almost certain to lead to higher interest rates.
Your most important investment decision: To whom will you entrust the stewardship of your and your family's wealth, hopes and dreams?
Most likely your investment portfolio represents the results of your and your forbearers' toil, prudence and good fortune. Your investments embody the harvests of days past and your family's hopes and dreams for years to come.
Your choice of a steward for your family's hopes and dreams is an undertaking best not entered into lightly or casually.
If you do not have the expertise, the time and the desire to manage your investment portfolio yourself, then the most important investment decision you will ever make is your choice of who will manage your portfolio for you.
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Investment theory. Our thinking.
The better you understand investment theory and how CoreStates thinks, the more confidence you will have in how we are managing your portfolio
At CoreStates, we believe that your wealth and how your portfolio is being managed should be sources of security and self-confidence for you and your family— not causes of worry and anxiety. The more confidence you have in how your wealth is being managed, the easier it will be for you to devote your time, thoughts and energy to the people and causes that are most important to you.
