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Investment Management

Clients look to the financial professionals at Cornerstone to help them reach goals - not pick stocks. Your financial goals are inherently intertwined with your life goals - such as educating children and grandchildren, achieving financial independence, supporting charitable causes and passing your wealth to future generations. So we’ll begin with a thorough assessment, including meeting with your advisor and several technology tools. Once we have a clear understanding of how much risk you’re comfortable with and what’s important to you, our Wealth Managers will then use a defined process to recommend the appropriate portfolio for you.

By monitoring and evaluating your portfolio performance and conducting regular review appointments to go over your objectives and circumstances, our professionals continue to refine your financial plan to help you preserve and manage your assets.

*Diversification and asset allocation do not ensure a profit or protect against a loss. Investing involves risk and you may incur a profit or loss regardless of strategy selected.


The Cornerstone Investment Committee

Driven by research and deliberation - not emotion and speculation - our committee develops investment strategy, sets policy, and continually monitors every element of the investment process. The committee, spearheaded by the advisory team, utilizes a broad range of robust research tools and resources such as financial publications, third-party research materials, subscriptions to market data, and contact with affiliated and outside analysts and consultants to keep abreast of best practices and market conditions. 

This diligent process and team approach allows all of the professionals at Cornerstone to follow a defined process, and helps ensure we are providing a high-quality program customized around your needs and goals. 

Investing Well

Investment strategy and market updates - get the latest here.