Newsletter_6

Winter 2013

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Cornerstone Team Notes

Cornerstone's 5th Annual Holiday Open House


Chris and Lesley Meacham graciously hosted a holiday open house in their beautifully decorated home on December 13, 2012. We all enjoyed sharing the season with our wonderful clients and friends. If you missed it, we hope to see you next year. The food, music and magician were all great! Pictured are clients Dennis and Leigh Ann Naas, newest members of the Cornerstone family.

Open_house_2012
RSF_Office

Rancho Santa Fe

Office Opening


We are pleased to announce the opening of an office in Rancho Santa Fe to better serve our clients. We invite you to stop by whenever you are in the area. Please plan to join us in April for the official Open House. Details will be available soon!


6105 Paseo Delicias, 6-C

Rancho Santa Fe, CA 92067

 

Elliptigo

ElliptiGO World Championship

and 100-mile Race


This fall Scott Bramwell participated in the ElliptiGO World Championship up Palomar Mountain, a climb of 4,200 feet over 11.7 miles. Scott also joined the century club for ElliptiGO, completing a 100-mile race in one day.

scott-elliptigo

Investment Travels


Ross Bramwell was busy in the fourth quarter visiting a few of our investment managers including:

  • Steben & Co.’s annual Due Diligence conference in San Francisco, CA. Steben manages a portfolio of underlying trend-following, systematic or contrarian managers that invest in managed futures.
  • Keystone National Group in San Ramon, CA and visited with John Earl. Cornerstone started to invest through Keystone in 2012. John spoke at our Cornerstone Diversified Portfolio, LP semi-annual meeting this fall, and will most likely speak again at one of our monthly roundtables in the near future.
  • While in the Bay area, Ross also visited with two real estate groups, Virtu and Landsmith, and discussed the current real estate holdings of Cornerstone clients and also future opportunities.

 

Disclosures: This commentary is submitted for the general information of Cornerstone Wealth Management, LLC clients and may not be distributed to other individuals. This commentary is not deemed to be investment advice and information contained herein may not be current. An investor should consider the investment objectives, risks, charges, and expenses of each investment carefully before investing. For more complete information, you may contact us at 858-676-1000. Past performance is no guarantee of future results. Individual performance may vary and investment performance numbers may not be audited.