Core Capital Solutions

In 1989, David Fluett co-established EFR Advisors, a registered investment advisor. After 11 years the partners split and David moved his customers to a huge registered investment advisor located in Long Beach, California. Acknowledging that he prefers to supply a top level of customized service not possible in a huge company, David formed Core Capital Solutions in 2005. We currently have many long-term customers, some having been with us for more than fifteen years. Our customer base includes individuals, defined contribution plans, defined benefit plans, non-qualified plans, and foundations.