Core Capital Management

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 mission is summarized in a statement taken from the World Commission on Environment and Development's 1987 report Our Common Future: "to meet the needs of the present without compromising the ability of future generations to meet their own needs." Our beliefs behind this adopted statement are that:

• Every decision we make, vote we cast, dollar we spend, and amount we invest has an impact on our world.
• Investments and their returns should not be disconnected from investors and their world.
• People can align their values and lifestyles with their own investments and capital and not compromise returns.
• Our global population and ecological debt will continue to increase dramatically over the next 40 years.

Core Capital Management is also afiliated with 1% For the Planet and is a certified B-Corp.