Investing Approach

We believe in using professionally managed investments to build a diversified portfolio that balances your need, ability and willingness to take risk. Take on too much risk and you’ll feel too worried during market volatility; take on too little risk and you might not reach your goals. We aim to find the right balance, so you feel comfortable weathering the ups and downs of the market while staying on course toward the future you envision.

We also believe in taking a disciplined, long-term approach. Research shows that a prudent investment strategy focuses on long-term investing because volatility is greater over short time periods. Together, we’ll talk through what your particular investment plan will be, so you feel confident that it’s the right fit for you. By remaining committed to the strategy that we agree on, you stay focused on your future goals with less worry about daily fluctuations in the market.

Cornerstone Wealth Portfolios 

Cornerstone Wealth Portfolios 

Cornerstone Wealth Portfolios offers professionally managed investment portfolios for a broad range of investor objectives and preferences. The program conducts in-depth research to identify quality fund managers with a detailed screening and due diligence process for inclusion.

As a fee-based program that is committed to objectivity, Cornerstone Wealth Portfolios offers a high level of investment management through asset allocation, investment selection and ongoing risk control.

Personal Financial Website

Personal Financial Website

Clients have access not only to their investment account statements online, but also a personal financial planning website.

When you log on to the site, you can see your investment accounts and add other information, such as banking accounts, credit cards, other investment accounts, mortgages and more. This provides a more comprehensive view of your financial life, offering better understanding of spending, saving, assets and future needs.

*All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.