Core Capital Management

Certified B Corporation

California, United States

Certified Since

March 2011


Investment advising


Service with Minor Environmental Footprint

Operates In

United States

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.

Overall B Impact Score

Based on the B Impact assessment, Core Capital Management earned an overall score of 81.5. The median score for ordinary businesses who complete the assessment is currently 50.9.
81.5 Overall B Impact Score
80 Qualifies for B Corp Certification
50.9 Median Score for Ordinary Businesses

Governance 5.2

Governance evaluates a company's overall mission, engagement around its social/environmental impact, ethics, and transparency. This section also evaluates the ability of a company to protect their mission and formally consider stakeholders in decision making through their corporate structure (e.g. benefit corporation) or corporate governing documents.

Mission & Engagement2.2
Ethics & Transparency3.0
+ Mission Locked0

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.

Community 5.9

Community evaluates a company’s engagement with and impact on the communities in which it operates, hires from, and sources from. Topics include diversity, equity & inclusion, economic impact, civic engagement, charitable giving, and supply chain management. In addition, this section recognizes business models that are designed to address specific community-oriented problems, such as poverty alleviation through fair trade sourcing or distribution via microenterprises, producer cooperative models, locally focused economic development, and formal charitable giving commitments.

Diversity, Equity, & Inclusion1.0
Economic Impact0.0
Civic Engagement & Giving3.0
Supply Chain Management1.1

Environment 7.8

Environment evaluates a company’s overall environmental management practices as well as its impact on the air, climate, water, land, and biodiversity. This includes the direct impact of a company’s operations and, when applicable its supply chain and distribution channels. This section also recognizes companies with environmentally innovative production processes and those that sell products or services that have a positive environmental impact. Some examples might include products and services that create renewable energy, reduce consumption or waste, conserve land or wildlife, provide less toxic alternatives to the market, or educate people about environmental problems.

Environmental Management2.8
Air & Climate0.2
Land & Life1.2

Customers 62.4

Customers evaluates a company’s stewardship of its customers through the quality of its products and services, ethical marketing, data privacy and security, and feedback channels. In addition, this section recognizes products or services that are designed to address a particular social problem for or through its customers, such as health or educational products, arts & media products, serving underserved customers/clients, and services that improve the social impact of other businesses or organizations.

Customer Stewardship0.6
+ Portfolio Reporting4.8
+ Targeted for Investment15
+ Leadership & Outreach4.2
+ Investment Criteria28.1
+ Portfolio Management9.6

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.

Previous Overall B Impact Scores

2022 Overall B Impact Score81.5
2018 Overall B Impact Score109.7
2016 Overall B Impact Score119.1
2015 Overall B Impact Score112.4
2014 Overall B Impact Score113.6
2011 Overall B Impact Score100.9

B Labs Logo - Home Link

Sign up to our Insights newsletter, a monthly digest of the latest news on economic systems change from B Lab Global.

We take the security of your data seriously, read our privacy policy for further information. For newsletter communications relating to your local region, please visit Global Partner sites to subscribe.

Copyright © 2024 B Lab. All rights reserved.