Cornerstone helps you understand risk vs. return trade-offs, which allows us to determine how much risk is appropriate for your portfolio using 4 Risk Models:

 

c o n s e r v a t i v e ,   m o d e r a t e ,   m o d e r a t e l y   a g g r e s s i v e   a n d   a g g r e s s i v e

U N D E R S T A N D I N G   R I S K   V S .   R E T U R N

Although Cornerstone starts with model portfolio, each client is unique and may have a portfolio customized for their individual circumstances, liquidity, tax situation and appetite for risk.

C O R N E R S T O N E   I N V E S T M E N T   M O D E L S

Securities offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539).   Member FINRA/SIPC.  Investment advisory services offered through Cornerstone Wealth Advisors, Inc., a California and Texas Registered Investment Advisor. Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice.  Insurance products and services are offered through Michael Sellman, Independent Agent.  California Insurance License number 0G40881.  Cornerstone Wealth Advisors, Inc. is not affiliated with Gradient Securities, LLC. Gradient Securities, LLC and Cornerstone Wealth Advisors, Inc. are not affiliated with the Social Security Administration or any government agency. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. Check the background of this investment professional on FINRA's BrokerCheck ».

© 2019 Cornerstone Wealth Advisors, Inc.

  • LinkedIn - White Circle