 Our Philosophy
Welcome to Cornerstone Asset Management, LLC, a fee-only financial planning and investment management firm that helps its clients build firm financial foundations and achieve their financial goals. As a fee-only firm, we neither sell products nor receive commissions from the sale of any securities or insurance products. We believe this enables us to maintain objectivity and to recommend the best possible solutions for our clients' financial needs.
At Cornerstone, we have built our reputation upon integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence. We measure the investment performance of our clients' portfolios against the appropriate benchmarks and then monitor and report performance on a regular basis.
Through our comprehensive planning approach, we are able to create a clear and accurate view of your financial picture. As we come to better understand your unique situation, we will recommend a plan and an investment strategy that is tailored to your personal financial needs and goals.
Be assured that we are committed to working in the best interest of our clients . . . always.
We encourage you to contact us today (616.777.0598) to schedule a complimentary consultation meeting to discuss your financial planning and investment needs.
We look forward to serving you.
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