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Investment Management

Investment Management Services from Cornerstone Financial Group

At Cornerstone Financial Group, we believe that each client’s needs are unique. Based on your current and projected future needs, we offer a number of customized, research based, investment management strategies utilizing world-class money managers. We also offer a distinct and disciplined proprietary strategy designed to help manage risk in today’s markets. Our philosophy is grounded upon the principles of tactical asset allocation and risk management.

Through Silver Oak Securities, a registered broker/dealer and Registered Investment Adviser, we provide a variety of portfolio management services for individuals, pension and profit sharing plans, retirement funds, foundations, endowments, and trusts. We specialize in fee based accounts that feature low (or no) transaction cost, and also offer traditional investment accounts.

For more information on Cornerstone Financial Group’s investment management offerings, please reach us through the contact page within this website. We look forward to hearing from you.

Investing involves risk including loss of principal. No strategy assures success or protects against loss. Tactical allocation may involve more frequent buying and selling of assets. Please ask your advisor how tactical allocation may impact your transaction cost. Investors should consider the tax consequences of moving positions more frequently.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (641) 782-5577