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Origin

We architect from the
center – far different
from executing from
the borders.

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At KORE, as an independent registered
investment advisor, we aim to engineer
and orchestrate your entire financial life.
With ingenuity and experience, we
synthesize your set of circumstances,
then whiteboard an interdisciplinary
plan to what we believe suits your
family’s near- and far-term goals.
From these schematics, we manage and
monitor your plan’s implementation
across appropriate providers in
investments, legal, tax, insurance,
lending and giving.

O U R  O R I G I N :

To redefine and reimagine
what it means to be at the core
of your entire financial life
and advice

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Vantage

You cannot
connect the dots
you cannot see.

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Our Interdisciplinary Wealth
Management™ (IWM) approach
provides a vantage point with clear
lines of sight to all your life “dots.”
Through collective wisdom, an
innovative mindset and active
outreach, we create order,
connectivity and reason among your
other advisors to steadfast your
goals. Our IWM approach foregoes
episodic conversations and staunch
silos in light of collaborative
knowhow, thematic counterpoints,
streamlined POVs and aligned
execution.

 

OUR VANTAGE:

To explore your defining
matrix from all angles and
tap into unexpected synergies
among people, products and
purpose

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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Tenet

Your financial wealth
is the gateway to
true wealth.

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Through your financial wealth, we
help you access the real kinds of
wealth: time, autonomy and health.
Finances are the means to redefine
absolutes, relax conventions and
rethink prosperity.

OUR TENET:

To empower wealth,
beyond just things, to benefit
well-being

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Priority

We play air traffic
controller to your
important/urgent zone.

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Everyone has an important/urgent
box, the items you relegate to the
top, sometimes for no good reason.
Emotions, circumstances, people
and timeframes can pressurize
decision-making, supercharging
priorities outside reality. Other
times, the same influences can,
regrettably, push critical issues to
the side. With reason and logic, we
help orchestrate the sequencing
and interplay of topics and ideas
that are most important and
pressing to you. This way, you are
directed with a sound and
thoughtful strategy designed to
impact your life in good ways.
 

OUR PRIORITY :

To make solid, informed
decisions in the here and now
to stay ahead

URGENT

 
 
 
 

IMPORTANT

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Frame of Mind

It’s a two-way
interview.

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Being a capacity-constrained
business, we need to choose the
right clients as much as you need to
choose the right advisor. So we take
a three-factor litmus test:

  • Do we like each other?
  • Do we trust each other?
  • Do we value each other?

If we both pass with flying colors,
we know we are good to stay.
There’s nothing like the power of
a mutual admiration club.

 

OUR FRAME OF MIND:

To feel good from the start so
that we can be incredibly
helpful to you for the future

 
 
 
 
 
 
 
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Strategy

Our goal is to create
NNWIs.
(No-Net-Worth-Individuals)

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Being wealthy can come with strings
attached. We iterate strategies and
structures that allow you to have
control over and access to your
money, ringfencing it so that it is out
of reach to the outside world and
within reach of the people and the
charities close to your heart.

OUR  STRATEGY:

To uncover ways to keep your
money close to the vest

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Skillset

How we stir the pot.

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Our perspective and deep
experience as both investor and
allocator inform our decisions,
meaning we understand the
workings and the ultimate value of
capital. What is the value? Think of
us as chefs who actually can cook
dishes so we can effectively design
and execute the full menu. We
combine our wisdom with up-to-the-
minute planning to prepare the
ideal dish.

OUR SKILLSET:

To know how to layer the
secret sauce

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Value

Our only form of
compensation is from you.

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As your fiduciary, we invest in your best interests, not against a benchmark. We make money based only on the fee you pay KORE – not from commissions from things like mortgages, insurance premiums or revenue shares with managers. Changing up the conversation about fees, we want you to feel amazing about the compensation you provide for the value you receive.

OUR VALUE:

To do the right thing,
for the right reasons

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Alpha

KORE’s sources
of true alpha.

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While firms generally define alpha
by better performance, allocation
and investments – in other words,
outsmarting the market – we define
it in concrete ways that are rooted in
repeatable facts.

Information asymmetry: In opaque markets, such
as municipal bonds, we believe we have the edge
because we have direct access to accumulated
knowledge/data that allows us to determine worth
and make decisions faster.

Relationships: We have the tight connections that
afford us access to capacity-constrained strategies/
managers, the ones in which firms want our money,
not need our money. When we can create mutual
benefit through strategic value, it’s a win-win.

Taxes and structure: Beating the market is a hard
game to play and predict. Instead, we play up tax
efficiencies and fee reductions, however mundane
they may seem, because they can be controlled and
counted on to put money back in your pocket.

Values Alignment: We empower our clients to
use their capital by measuring the tangible and
demonstrable impact that their investments make
on the world, their community and, put simply,
things they are passionate about.

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