different by design

Different by Design

Different by DesignYou are looking for someone that extends the relationship beyond numbers in an account. You are looking for someone who cares about you.

At CoreStates we know that clients trust our financial advisors to say and do the right thing on their behalf. In today’s society Americans have earned their money through hard work, saving, or inheritance. Most have their money protected in places where they have access, control, guarantees, and little risk as possible.

We understand these factors that cause our clients and other potential investors to second guess investing their money in the stock market. It is because of these factors that we are design is different from other firms.

1www.corestates.us | 267-759-5000

Here’s How:Higher Responsibility

By law, we are bound to act in your best interest. But it’s not just the law that makes us want to look out for our clients. By contrast, investment brokers represent their employer often selling proprietary or wholesale products to you at retail price and by definition this creates a conflict. Our goals are your financial success.


Strategic Perspective

Our strategies are based upon a comprehensive ongoing review of the global investment environment known as our 20/20 Global Vision. The New World of investing goes well beyond the traditional stocks, bonds, cash, and real estate portfolios. At CoreStates, we have upgraded the old four-cylinder engine to an Eight-Cylinder Engine, designed to better protect you and capture more growth opportunities.


Take Away ThoughtTo invest like the rich never lose principal, avoid high-risk

investments, and expect a reasonable rate of return.


Blended Open Architecture Many advisors tout the “benefit” of accessing independent money managers as “open architecture.” We see this as a cover-up statement because they actually don’t have specific investment strategies to offer. Instead, these other firms hand-off management to others, increasing your costs while at the same time separating the responsibility. Other advisors offer “proprietary” vehicles limiting your choices. At CoreStates we would be considered a boutique firm. We have superior portfolio managers on staff to offer you direct participation, counsel, and access to some of the best minds with independent oversight. We do not imprison your money; there are no deferred charges, extended lock-up periods, or redemption penalties.


Transparency We employ unaffiliated custodians to safeguard your assets; independent auditors to monitor our activities and validate your performance; and third party consultants to extend our due diligence and research. We clearly document our policies and promises in writing. No hidden fees. You will know what we are doing, and how, and why- Always.

Further Reach

To be effective, it requires an integral approach blending wealth management strategies and coordination with other financial professionals. Too often, components are acquired discretely and decisions made piece meal and seldom by design. Such haphazard approaches lead to a feeble strategy, and little coordination with your changing circumstances. We continually inquire, inspect, and explore across financial services and products on your behalf. We don’t manage your investments in a vacuum.


Client Service

It’s unrealistic to expect someone to handle both client service and daily portfolio management full-time. At CoreStates, you are represented by a wealth manager pro-actively focused on you, alongside a team of experts collaboratively and actively supporting you.


For More Informationwww.corestates.us

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267-754-5000