A HOLISTIC FOUR-STEP APPROACH
The pace and complexity of managing modern finances leaves many people unprepared to achieve a successful financial future. If you are feeling less than confident about your future, having a well-prepared financial plan may help put you in control.
At Cornerstone Investment Services, we understand that no two clients are exactly alike or share the same goals. That is why when it comes to helping you invest in your financial future, we utilize a holistic four-step process that centers around you and your family’s unique needs.
We invest in and employ several pieces of technology in an effort to produce a more predictable outcome. Resources such as LPL Financial, Riskalyze, and IRetire by Blackrock are all tools that our advisors have access to and utilize in helping to match a strategy that works toward the long-term goals and objectives of the families we serve.
Today it seems as though countries, economies, and markets can change overnight. That’s why we believe it is paramount to have a tactical approach in today’s environment, not only to take advantage of opportunities as they present themselves but also for the downside protection. That’s why we provide professional asset management strategies for our clients so that they have the opportunity to pursue their long-term goals.
As independent advisors of LPL Financial, we have access to a wide array of non-proprietary products, services and research that we employ with our clients.
Brokerage Relationships vs Advisory Relationship