Our range of investment options helps eliminate unnecessary risk through diversification. This level of diversification often increases returns while lowering risk:
 |
Cash Equivalents |
 |
Real Estate |
 |
 |
 |
 |
 |
Bonds |
 |
Hedge Funds* |
 |
 |
 |
 |
 |
Trust Deeds |
 |
Commodity Futures* |
 |
 |
 |
 |
 |
Stocks |
 |
Venture Capital |
 |
 |
 |
 |
 |
 |
 |
Alternative Investments* |
 |
 |
 |
 |
As a fee-based wealth manager, we neither sell nor sponsor investment products. Our motivation is to help you build your wealth year after year.
Coordination of Financial Specialists
As part of its comprehensive services, Cornerstone can help coordinate related activities through qualified professionals. These professionals may either be selected by the client or recommended by Cornerstone.
 |
Advanced tax planning |
 |
 |
 |
Advanced estate planning |
 |
 |
 |
Charitable planning |
 |
 |
 |
Real estate acquisition, sales, property management, and financing |
 |
 |
 |
Private business management consulting |
 |
 |
 |
Accounting services |
 |
 |
 |
Bill paying services |
 |
 |
 |
Other financial needs, as required |
* See Disclosures page
|