As a successful individual, non-profit, or small business, your strategy is based on the initial fact finding we conduct to understand your investment objectives, risk tolerances, time frames and liquidity needs.
Strategies are built using Asset Allocation modeling. Your specific asset allocation becomes the framework for your portfolio. Suitable investments are then chosen to fill each allocation*
Both your asset allocation model and your specific assets are reviewed for performance regularly. If Corner Wealth sees changes that may be beneficial, you will be contacted to discuss recommendations.
Advisory clients receive quarterly performance reports. Brokerage clients receive performance reviews at least annually.
*Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Corner Wealth, LCC and Cambridge are not affiliated.
Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Investing involves risk of loss. Diversification and asset allocation strategies do not assure profit or protect against loss.
Access Cambridge's Form CRS (Customer Relationship Summary).
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