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Our Approach

At Cornerstone Wealth Management we believe that success in wealth management is not an achievement, but rather an ongoing process which includes managing portfolio risk through broad asset allocation. While many investors divide their investment dollars between stocks and bonds, we choose to diversify client assets between:

  • Domestic stocks
  • International stocks
  • Bonds (both domestic and foreign)
  • Commodities
  • Foreign currencies
  • Cash

Asset classes tend to rotate in and out of season, just like the produce in the supermarket. Because of the variety of economic environments that investors face, Cornerstone Wealth Management balances both fundamental and technical analysis in making asset allocation decisions designed to help preserve capital and generate competitive returns.

There is no guarantee that a specific investment strategy will produce a positive outcome in volatile or declining markets.