"Creating Wealth, Aligning Values, and Making the World a Better Place"

Core Compentency

Based in Huntington Beach, California, Core Capital Management, LLC (CCM) has been helping clients create wealth, align their values, and make the world a better place by sustainably managing their investments and financial affairs since 2007.
The power of Sustainable Investing (SI)

SI’s impressive growth can be credited to two fundamental levels of activity; 1. those purely financially motivated investors who want to reduce risk and benefit from the returns, and 2. organizations, including societies as a whole, whose agenda is to work toward social and environmental progress. SI thus is encompassing an increasing number of investors who wish to incorporate SI values in the ways their savings and investments are allocated, along with the rising tide of institutional investors who appreciate the growing financial materiality of environmental, social and corporate and public governance factors.

 How impressive is the growth? According to Morningstar, Assets Under Management abiding by ESG principals surpassed $1 Trillion for the first time on record , and sustainable fund flows in the United States continued at a record pace in the second quarter of 2020, with an estimated net flows of $10.4 billion. That nearly matched first-quarter flows and brought the total for the first half of the year to $20.9 billion, just shy of the annual record of $21.4 billion in sustainable fund net flows set in 2019. Last year’s flows were 4 times the previous record for the calendar year . 

The Swell is here!

When you are ready to catch the wave, we can help. Connect for a complimentary consultation.

Best For The World 2019


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Change leaders and cool businesses

Positive change profile

We talk with Kevin Muno about how he has created an employee driven, San Diego based business making great meat using regenerative agricultural practices.