Cornerstone Logo Fee-only Personal Financial Planning and Investment Management
Blue Divider
happy clients - family of five

 

 

Investment Management

Cornerstone provides discretionary investment management services for clients with investment portfolios exceeding $250,000.  We design a tax-efficient, globally diversified investment portfolio that will enable you to achieve your long-term financial goals consistent with your comfort level with investment risk.  Implementation of your investment portfolio is supervised by Cornerstone using low cost exchange traded funds (ETFs) and mutual funds with outstanding long-term records and experienced portfolio managers.  Some of these investments are available only to clients of registered investment advisors such as Cornerstone.  Ongoing monitoring, performance reporting, and rebalancing of your investment portfolio is also provided.  In addition, ongoing financial planning services and recommendations are provided to discretionary investment management clients.