Investment Services

INVESTMENT SERVICES:

Cornerstone’s primary objective is broad-based education.  Hopefully there is sufficient guidance to help you determine if you can be a DIY investor, or if you should seek outside advisery services.

Primary investment services include:

-Criteria and assistance regarding taking a DIY approach.

-Criteria and assistance regarding using an adviser.

-Criteria and assistance related to using CIA models.

-Direct consulting services that involve face-to-face meetings.

-Providing a second opinion related to investor’s existing portfolio.

-Providing a second opinion regarding the value being provided by an existing adviser.  This can include a recommendation for either an alternative adviser or the inclusion of a second adviser to manage part of the existing portfolio.  This might include the Robo-Advisory services as your second adviser.

-Proprietary research and institutional consulting.  Contact Jeff Johnson directly.