WEALTHSCAPE NETXCLIENT WEBSITE

CONNECT

Address:

245 Waterman St Ste 301
Providence, RI 02906

Phone:

,Toll Free: 1. 888. 277. 5968, RI: 401. 453. 5550, TX: 972. 563. 8990,

Money Management

Like Cornerstone’s (CIS) other services your money management experience begins with you. After an in depth interview, where we establish your risk tolerance, return expectations and financial goals, your unique portfolio would be developed.

CIS is pleased to offer you four unique but complimentary portfolios, which can be used singularly or together, when creating your personal portfolio. We do not simply put you in the “company standard” portfolio that many money managers are in the habit of doing. Your personal portfolio could end up being just one of the four portfolio options or a combination of two, three or all four. - We make our recommendations based on your needs.

Our money management is not for everyone though, which is why we begin our process with your interview. Our methods are vastly different from the mainstream and some investors really do prefer a conventional approach to money management. John Riley, the firm’s founder and strategist, is a registered Research Analyst. It was his research that lead to the development of our unique risk management methodology. Our priority is to manage the risks in a portfolio while not sacrificing investment performance.

(We manage risk through a variety of strategies including variable asset allocations, tactical trading, inverse correlations and inverse investments. Our long term fundamental view is implemented through a shorter term tactical approach.) If you believe you are ready to leave the mainstream behind and experience the CIS difference for yourself, please contact us today. We would be happy to schedule your personal interview.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck