Portfolio Review

A portfolio review should include all investments, including holdings often missed by other advisors like directly held real estate investments, partnerships, and other non-traditional assets.

Over the decades, mass media and traditional financial services have conditioned clients that investment planning is the same as financial planning. This narrowed perspective misses the impact of investments on the bigger picture of a client’s financial condition. 

When this happens, there is a lack of coordination in planning. 

This approach often results in decisions and outcomes contrary to what investors seek. It could trigger higher taxes, greater portfolio risk, and loss in potential long-term value in a retirement plan.

Cornerstone’s approach to portfolio review is unique. We consider all assets in your plan, including alternative investments like directly held real estate and partnerships. 

Our more complete portfolio review approach can help individuals and families with a balanced, tax-efficient, and more appropriate investment experience during their retirement years.