© 2019 by Cornerstone Advisory, LLC

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SERVICE

MODEL

We strive to provide our clients with exceptional customer service.

 

In addition to providing expert investment management advice, our advisors help clients understand their financial situation. Our advisors recognize when clients have needs in the fields of law, insurance, tax preparation and make introductions for them with vetted, trusted advisors.

 

Our client service representatives ensure a smooth transition for new clients and ongoing knowledgeable, friendly support for financial transactions and account maintenance. The Cornerstone Advisory team provides thorough, customized reporting including:

  • Household balance sheets

  • Quarterly performance reviews

  • Estate diagrams

  • Consolidated investment account reports

  • Performance and allocation reports

  • Income tracking

  • Account portal