Cornerstone Services

Cornerstone Asset Management has built its business one asset at a time.  All client portfolios are custom designed to satisfy a clients return requirements, propensity for risk, liquidity needs, time horizon, tax considerations and philanthropic desires.

Each client's profile is different and therefore, each portfolio is different. As a result, Cornerstone does not subscribe to model portfolios nor does it have any one-size-fits-all proprietary product. Cornerstone's independence facilitates objective thinking and sound investment solutions.

Every portfolio is built from the ground up using carefully researched stocks, preferred stocks, taxable and municipal bonds as well as Exchange Traded Funds (ETF's) and mutual funds. Cornerstone believes the asset allocation process is the most important process in providing a foundation for accumulated wealth and establishing the framework for satifying longer term return objectives and wealth preservation.

Services & Programs:

  • Tax-efficient portfolio management
  • Family foundation investing
  • Retirement planning
  • Partner with your estate and tax advisors to help create and update your tax and estate plans
  • Design and implementation of corporate 401k and pension investment programs

Cornerstone Asset Management E-Booklet