Core Capital Management

Sustainable Investment Management and Financial Planning

Huntington Beach, California

United States

About 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.

We became a B Corp because our mission and process of improving our own economic, social, and environmental value system is greatly in line with the B Corp certification and continual process. For us it's another great step in how we think we can collectively do things better.

The Change We Seek®

• The increased education, understanding and adoption of sustainable practices in daily business, family and personal life to positively increase individual, family and organizational values and lifestyles, business practices and investment approaches.

• The increasing sophistication of metrics for measuring sustainable practices and approaches followed by individuals, organizations, societies and economies.

• The continual improvement of approaches for communicating the benefits of sustainable practices along with continual improvements in the actual sustainable practices.

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.

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.

What makes us a better company?

B Impact Report

Certified since: 

March 2011

Company Score

Median Score*



The Environment section of the Assessment evaluates a company's environmental performance through its facilities; materials, resource, and energy use; and emissions. Where applicable, it also considers a company's transportation/distribution channels and environmental impact of its supply chain. This section also measures whether a company's products or services are designed to solve an environmental issue, including products that aid in the provision of renewable energy, conserve resources, reduce waste, promote land/wildlife conservation, prevent toxic/hazardous substance or pollution, or educate, measure, or consult to solve environmental problems.



The Worker section of the survey assesses the company's relationship with its workforce. This section measures how the company treats its workers through compensation, benefits, training, and ownership opportunities provided to workers. It also focuses on the overall work environment within the company through management/worker communication, job flexibility and corporate culture, and worker health and safety practices.



The Customers section of the Assessment measures the impact a company has on its customers. The section focuses on whether a company sells products or services that promote public benefit, and if those products/services are targeted towards serving underserved populations. Questions in this section will measure whether a company's product or service is designed to solve a social or environmental issue (e.g. improves health, preserves environment or creates economic opportunity to individuals or communities, promotes the arts/sciences, or increases the flow of capital to purpose-driven enterprises).



The Community section of the survey assesses a company's impact on its community. The Community section evaluates a company's supplier relations, diversity, and involvement in the local community. The section also measures the company's practices and policies around community service and charitable giving. In addition, this section includes if a company's product or service is designed to solve a social issue, including access to basic services, health, education, economic opportunity, arts, and increasing the flow of capital to purpose-driven enterprises.



The Governance section of the Assessment evaluates a company's accountability and transparency. The section focuses on the company's mission, stakeholder engagement, and overall transparency of the company's practices and policies.

Overall B Score

80 out of 200 is eligible for certification

*Of all businesses that have completed the B Impact Assessment

*Median scores will not add up to overall

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Company Highlights: 

Environment: >50% of materials used for office operations come from recycled or sustainable materials; >75% of company's printed materials use recycled paper content, FSC certified paper, or soy-based inks; Company has a written environmental policy

Community: Environmental/social criteria required of all Significant Suppliers; Company policies support local purchasing; Written Community Service Policy; >75% of the company's ownership is local



• Core's Mission Go »
• Core's Philosphy Go »