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.