Investment Team

Free up your time to manage client relationships instead of investments by plugging into on Cornerstone Wealth Portfolios. This managed, fee-based investment program offers principled portfolio construction that can help clients pursue their financial goals and give you more time for financial planning, prospecting, or other pursuits. Cornerstone Wealth Portfolios has 68 professionally managed investment portfolios constructed with mutual funds and ETFs, with incredibly competitive pricing and impressive performance history. The program provides ongoing monitoring, regular rebalancing, and a dedicated team supporting our advisors.