InvestCore Partners

Specialties

InvestCore Partners is an established Alternative Investment firm located in Aliso Viejo California that specializes in transparent and liquid alternative investment vehicles, such as managed futures, that are commonly used to diversify traditional portfolios. We specialize in designing custom portfolios for institutional and individuals that focus on Risk Adjusted Performance. Our goal is to instill in our clients an in-​depth understanding of how to increase investment performance, but also mitigate risk by reducing portfolio correlation at the same time. We have a handpicked team of registered brokers with over 50 years of combined market experience dealing with individual investors, institutions and professional money managers. Trading futures and options involves substantial risk of loss and is not suitable for all investors. There are no guarantees of profit no matter who is managing your money. An investor must read and understand the Commodity Trading Advisors current d-​doc

History

Established in 1999.

InvestCore Partners was started by Scott and his wife Jennifer in 1999. They have an experienced team of professionals that specializes in alternative investments and portfolio design for individuals and institutions.

Meet the Business Owner

Scott A.

Business Owner

Scott has two decades of investment experience include: market analysis, risk management, asset allocation, system development, portfolio design and compliance. As CEO of InvestCore Partners, he is responsible for the overall management of the organization, including day-​to-​day activities, as well as client services, manager selection and compliance matters.

For the past 13 years, Scott has owned and operated a commodities brokerage firm that he co-​founded with his wife, Jennifer; a journey that has allowed him to work with thousands of private clients and institutions. Scott kicked off his professional career by starting a mobile restaurant while in College to help offset the cost of school. An entrepreneur by nature and a seasoned market veteran, Scott’s endeavors have found him involved with a spectrum of financial services including working with wealth management, insurance, Forex, CTAs and CPOs as well as co founding several different financial firms. Scott even had the honor of