BEST-IN-CLASS Resources
We understand the journey that’s ahead of you, and we know you deserve access to as many resources as possible to help lead you to financial freedom. We believe that every client benefits when their financial advisor, CPA and estate-planning attorney work together as a team. We bring together the right people and resources for you to achieve financial freedom.
OUR TEAM
Our most important resource is our team. From our experienced financial planners to our client relations department, each and every member of our team plays a specific role in providing you with an excellent client experience in addition to helping you reach your goals. We pride ourselves in a high-touch process, so clients can expect to hear from us as frequently as they wish.
INSTITUTIONAL INVESTMENT SOLUTIONS
Big brokerage firms rely on mutual fund families to manage the investment risks and generate returns. Cornerstone prefers a personalized and customized approach for each client’s investment management solution.
YOUR ASSETS ARE SAFEGUARDED
As a fiduciary, we will work in your best interest. For this reason, we have selected Fidelity as the custodian. This means we don’t keep custody of your assets. Instead, we have chosen what we have found to be the best in the industry to hold our clients’ assets.
24/7 ACCESS TO YOUR INFORMATION
In the investment world, the execution, reporting and implementation functions are largely overlooked. Efficient trade execution and reporting services makes our job of servicing our clients easier. With over one trillion dollars in assets, Orion gives you round-the-clock access to your information.
