Research and selection

If a day trader panics, has a rough day, or cannot consistently deliver results, what is at stake? 

For many, their financial independence becomes murky.

Cornerstone does not promote itself as stock pickers. We don’t promise to beat the S&P 500 index. That is because very few people belong 100% invested in the S&P 500. 

For example, there are more tax-efficient strategies in drawing income for retirement than the S&P 500. And very few people can stomach the volatility of the S&P 500.

Through our LPL Research team, Cornerstone has direct, unlimited access to a nationally recognized group of experience research and investment selection professionals. 

Our research department has a deep bench and is often quoted in the national, business, and finance press.

Because each client’s retirement goals and income needs are different, we do not use a cookie-cutter approach to asset allocation. After all, cookies get eaten. 

Cornerstone designs a portfolio to each client’s needs. A customized portfolio is especially important when planning for retirement income.