Portfolio development and continuous management
Drawing upon your financial roadmap, objectives, risk tolerance, and financial profile, Cornerstone Wealth Associates deploys an open architecture approach to:
- Devise a bespoke and diversified portfolio, integrating a balanced combination of financial advisors.
- Investigate a broad spectrum of investment approaches, such as tax-loss harvesting via separately managed accounts.
- Oversee your portfolio, adjusting it in line with market fluctuations and evolving risk tolerances.
- Regularly assess your portfolio, modifying it to align with your changing goals.
Discover investment strategies designed to achieve your unique goals.
We also provide professionally managed portfolios aimed at achieving distinct investment objectives, such as regular and reliable income, diversification, and indexing. A Cornerstone Wealth Associates investment specialist will collaborate with you to evaluate your financial necessities and suggest portfolios that could be a suitable fit.
Professional wealth management frees you from time-demanding duties such as keeping your eye on the markets or rebalancing your portfolio, letting you concentrate on what’s really important – living your life how you see fit, spending time with your family and loved ones, and pursuing your hobbies and interests.
Equity Investments
Constructed with the goal of helping to generate income through stock dividends.
Diversified Investments
Mitigating risk by purchasing a wide range of assets.
Fixed Income Investments
Designed to generate a dependable income stream through bonds and annuities.
Direct Investing
Indexing tailored to your specific financial situation and the systematic selling of underperforming assets to offset gains and reduce your overall tax liability.
Calculate your portfolio risk.
“How would my portfolio perform if ________ happened?”
With Riskalyze, knowing is instant.
Your portfolio can be stress tested for a variety of financial market scenarios, allowing you to gain a deeper understanding of the effects of these scenarios.