Investment Management

Smart Diversification for Your Portfolio

Many people find that investing can be challenging and tedious. At Cornerstone, we strive to make it effortless and stress-free; investing and protecting your assets in a way that works for you.

Taking into account your life goals, time horizons, risk tolerance and tax considerations, we can tailor an investment plan to help you address your evolving financial needs as well as the changing market.

It is our philosophy that diversification reduces risk. Even a random mix of investments split between equities, bonds, and cash is less risky than putting all your money into a single investment. In fact, research has shown that allocation accounts for 90% of the variability of return in the portfolio. You'll discover how the breakdown of your investments can impact how your portfolio may move up or down.

The following key principles govern our practice in how we manage your portfolio and our relationship:

Sometimes financial circumstances can change significantly and quickly when you receive sudden wealth in the form of a settlement, an inheritance, or some other life-altering financial windfall. This often causes stress, concern, and confusion. You can depend on our team of financial advisors to provide careful consideration and objective investment guidance to optimize this change in your financial situation.

For a personalized and objective approach learn how our philosophy can work for you.