The Cornerstone Wealth Management Difference

The GPS Managed Asset Program

Cornerstone Wealth Management's GPS Managed Asset Program is the process by which we plan to  GROW, PROTECT and SUSTAIN client wealth. We’re not “growth” investors or “value” investors – we’re “total return” investors. We can shift our investment strategy as appropriate depending on our view of market conditions. Our goal is simply to help you achieve your financial goals consistently, regardless of market conditions.
 
Dynamic Asset Allocation
 
In a bull market, we emphasize stocks. However, if we see a bear market on the horizon, we may take a defensive approach. For example, we might move you into bonds or cash, or use other tools in an effort to reduce risk. We may use alternative asset classes to further diversify your portfolio and reduce risk. While no professional money manager is correct every time, we are dedicated to responding to market changes decisively for our clients.
 
Global Investing
 
We seek to maximize opportunity and manage risk by investing globally. Many American investors tend to focus solely on US stocks. However, the US does not make up the entirety of the world stock market. We invest globally to take advantage of worldwide opportunities and provide risk management through diversification. Please note that global investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political economic volatility.
 
Direct, Proactive Customer Service
 
With us, you’re not simply another account number. You get proactive service from our own Wealth Manager who knows you by name and keeps you up-to-date on any important changes in your account. You’ll hear from us regularly, on an ongoing basis, and not because we have some new product to sell. Our goal is to help you understand exactly what is going on in your account and why, so you feel comfortable with your portfolio.
 
Competitive, Transparent Fee Structure
 
In our managed account program,  we make no profit on trades and other than our management fee , there is no incentive to frequently trade your account.  We simply charge a fee based on assets under management, which aligns our incentives with our clients’ best interests. Bottom line – we strive to keep more of your money working for you in your portfolio.
 
 
Character, Competence, Communication and Commitment

Advisory services provided through INVEST Financial Corporation a federally registered investment adviser.