B Impact Report

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Core Capital Management

Sustainable Investment Management and Financial Planning
Certified Since: March, 2011
Location: Huntington Beach, California, United States
Sector: Service with Minor Environmental Footprint

Overall B Impact Scoreinfo_outline


The B Impact Scores are being compared against all businesses that have completed the B Impact Assessment

Core Capital Management (CCM) is an innovative, independent wealth management firm focused on sustainable responsible investment ("SRI") management, planning and practices. CCM works with intelligent and conscientious private and institutional clients alike, and was established to deliver high-level personal attention to the complex needs and values of our like-minded clients.

Core Capital Management's objective is to help their client's lead wealthier lives and achieve greater balance by aligning their investments and resources with their own positive economic, environmental, and social values. CCM's mission is to advance the goal of sustainability driven by our value system of economic, social, and environmental well being.

CCM's process continually aims to improve its approaches to vetting and selecting investments by systematically pursuing all relevant ongoing sources of information on company practices, organizational approaches and business models. Intrinsic to the process is the social change created by virtue of supporting companies that have active and effective programs to create sustainable products through sustainable processes.

Impact Area Scoresinfo_outline

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