Our Philosophy

— Scott J. Zollo, President

"Our business is the careful crafting of diversified investment portfolios designed to achieve an appropriate balance of acceptable risk tolerance and long-term return."  

ABOUT US

Core Alpha Inc. is an investment advisory firm with the State of New York.  Due to various state regulations and filing requirements our firm and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements. 

 

Our firm does not render personalized investment advice or services, or effect or attempt to effect any securities transactions with this website.  The purpose of this website is to provide the public with general information about the services offered by our investment management firm.

 

Core Alpha Inc. continuously monitors its filing requirements in all states, and will provide individualized advisory services only in accordance with various state regulations.

 
 

Private Wealth Management Services

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1701 Chili Ave 

Rochester, NY 14624

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Tel: 585-235-3600

Fax: 585-235-3609

Securities offered through Mutual Funds Associates, Inc., Member FINRA & SIPC.
Managed accounts offered by Core Alpha, registered investment advisor with the state of New York. 

Our firm does not render personalized investment advice or services, or effect or attempt to effect any securities transactions with this website.  The purpose of this website is to provide the public with general information about the services offered by our investment management firm.

Due to various state regulations and filing requirements our firm and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements.

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