Rest easy; we’re committed to doing what’s best for you, no matter what. That means getting to know you in a real way – how you think, how you work, and how you want your assets to help you live your life in the most enriching way.
The value we bring to our clients goes beyond choosing and managing the right investments. We look into every aspect of your financial life – from insurance, to trusts, to income and estate taxes and more. We study all forms of risk in your portfolio, and then help you discover more ways to make the most of your money.
We want to know what makes you tick. We want to know what’s important to you – not just where your money is. So we take time to get to know you, your hopes and dreams, your relationships, your businesses and your hobbies. Our discovery process is about defining your priorities and what role money plays in supporting those priorities. And once we know where you stand today, we build a plan to help you get where you want to be tomorrow.
Analysis and Planning
A centerpiece of the Cornerstone experience is the development of a thoughtful, customized Investment Policy Statement (IPS) designed to help you achieve your most important goals. Your IPS gives you the confidence to weather the ups and downs of the market and the freedom to focus on the relationships, issues and things in life that matter most to you.
After mutually committing to a client-advisor relationship and finalizing the details of your Investment Policy Statement, we’re ready to begin implementing your strategy. We prepare all of the required paperwork to make the transition as simple and seamless as possible, and then we invest your assets according to plan with the independent investment custodian you chose.
Ongoing Management and Review
With the right plan in place, we stay with you. We keep an eye on your assets, so you can keep your eye on your life. We keep you updated on how you’re doing, because we believe you can sleep better at night when you know someone’s watching out for you.
We continuously monitor both the markets and your assets to make sure they are performing according to your plan, rebalancing and making adjustments as necessary.
Nothing happens in a vacuum – in the markets or in your life. When you have questions, we are there with answers. Our job is to help you make smarter decisions and to provide the discipline you need to stay the course.