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Financial Planning
Money Management
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Ones That Didn't Make It
(Humor)


What we don't show our clients is more important than what we do show them. We get solicitations everyday from mutual fund companies and annuity companies to sell their products. We thought it might be a good idea to show the ones that didn't make it. Enjoy...

Ostrich Investment Advisors
"The worse the news,
the deeper we bury our heads"

At Ostrich, we believe that a wise investor is an un-informed investor. Why let the truth or facts ruin a perfectly good investment idea. Our largest stock positions include a warehouse full of beta video tapes and 8-track tapes. We have also invested in an asbestos factory near 3-mile Island.

 

Momentum Mutual Fund
"We don't buy a stock until it goes all the way up"

Our mutual fund concentrates on momentum as the only criteria for stock picking. Why bother looking for diamonds in the rough and having to wait all those tedious months for it to start to move up. We don't buy a stock until it hits its' all-time high.

Know-It-All No-Load
"We let investors shoot themselves in the foot for less."

At No-It-All, our investors are not smart enough to realize they might need some investment advice. So we don't give any! What we give is low, low commissions, but don't ask us for advice. We believe it is our investor's right to invest at the lowest possible commissions, in blissful ignorance, thinking they know more than the investment pros on Wall Street.

 

Lemming Money Managers
"We follow the crowd!"

Research and decisions are too much hard work, so at Lemming, we follow the crowd. If everybody is buying, we buy; if everybody is selling, we sell. We don't want to be first at anything!

Green Suit Brokers
"Give the people what they want!"

At Green Suit, we believe that however inappropriate the investment, if you want it, we'll sell it to you. You want to buy stocks at the market peak? Call us, we'll sell'em to you without all that tiresome caution and risk talk. You want to invest in commodities, like Hillary? Call us, we have no minimum requirements. We will even tell you we have inside information on what ever you want.

 
 

Registered Rookies
"This time is different,
cause we weren't around to remember last time!"

We don't hire old-timers, with all of their bothersome prudence, judgement, and experience. All of our brokers are less than 2 years in the business, and were in grammar school when the market crashed in 1987!

Rear-View Mirror Management
"Past performance is all that matters."

At Rear-View Mirror Management, we only invest in mutual funds that were on the top of the "Best Mutual Funds" list in last month's issue of Mutual Fund Madness Magazine. Every month we get rid of all those pesky underperforming mutual funds, and buy last month's best performing funds.

   

We hope you enjoyed our attempt to poke fun at our own industry. Of course this was meant as humor. No such funds or companies exist. The lawyers required this sentence be included for fear someone might actually take this page seriously!

 


 
Be Prepared,
Not Surprised!
 

 
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Questions, comments, further information, to
set up an appointment or request forms, call:

Toll Free: 1-888-277-5968 (outside Rhode Island)
Providence Office: (401) 453-5550
Dallas Office: (972) 563-8990

Cornerstone Investment Services, LLC
245 Waterman St, Ste 301
Providence, RI 02906

 

 

No warranty or guarantee is given regarding the accuracy, reliability, veracity, or completeness of the information provided here or by following links from this page, and under no circumstances will the author or service provider be liable for any loss including but not limited to direct, indirect, incidental, special or consequential damages caused by using the information, or as a result of the risks inherent in the stock market. The information contained herein is for informational purposes only and is not a solicitation to buy or sell any investment.
The information contained herein is based on sources we believe reliable, but its accuracy is not guaranteed. Cornerstone Investment Services and or affiliates may at times have a position in the securities described herein. The market commentaries are by John J. Riley and expresses the opinions of John J. Riley and not those of Fidelity Investments, National Financial Services or Cantella & Co.
Past performance is no guarantee of future results.

Copyright © 2006 Cornerstone Investment Services, LLC
Last updated on 19-Feb-2008

 
"If stupidity got us into this mess,
then why can't it get us out?"

- Will Rogers
 

Isn't this Bernanke's monetary policy?

 
   
 
Securities offered through Cantella & Company, Inc., Member, NASD, SIPC
Accounts are carried by National Financial rvices Corporation, Member NYSE/SIPC
Fee based money management and Financial Planning offered through Cornerstone Investment Services, LLC's RIA