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Cornerstone Investment Services has been chosen by Goldline Research as one of the
Ten Most Dependable Wealth Managers of the NorthEast
 



Congratulations
to Kara Kelleter, our Providence office manager.

She was selected as one of the Top 100 Finalists (Out of thousands of offices nationwide.) for the 2007 On Wall Street Magazine Branch Manager Awards

We are proud of her accomplishment and feel fortunate to have someone of her caliber running our Providence office.

 

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Cornerstone Commentaries

Latest Commentary
(Feb 15, 2008)

Welcome to the Briar Patch!
(Mar 10, 2008)
Skyrocketing oil prices, real estate collapse, stock market dropping like a stone, possible bank failures, billions in write-offs, recession, political turmoil, terrorism, and war. What a great investment environment!

Age Based Asset Allocation
(Oct 2007)
Why cycles are important and why bonds are not always the best investment choice for retirees


Money Money Everywhere

(July, 2007)
To listen to the experts on Wall Street, you would believe that the investing world is awash with deep pools of un-invested cash and being hit with waves of new cash each month.

Not quite.
(More)

.

Cornerstone Model Portfolio


What Are You Waiting For?
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Cornerstone Investment Services, LLC
245 Waterman St, Ste 301
Providence, RI 02906

Securities offered through Cantella & Company, Inc., Member, FINRA, SIPC
Fee based money management and Financial Planning offered through
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Accounts are carried by National Financial Services Corporation, Member NYSE/SIPC

 

 

 

Required Disclaimers & Disclosures:

Diversification does not ensure a profit or guarantee against a loss.  There is no assurance that any investment strategy will be successful.  Investing involves risk and you may incur a profit or a loss.

Nothing on this website should be considered a solicitation to buy or an offer to sell shares of any mutual fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. The use of the Cornerstone Investment Services website (cornerstoneri.com) is at your own sole risk. Cornerstoneri.com is provided on an "as is" and "as available" basis. Cornerstone investment Services makes no warranty that cornerstoneri.com will be uninterrupted, timely, secure or error free.

This report does not provide individually tailored investment advice. It has been prepared without regard to the circumstances and objectives of those who receive it. Cornerstone Investment Services recommends that investors independently evaluate particular investments and strategies, and encourages them to seek a financial adviser's advice. The appropriateness of an investment or strategy will depend on an investor's circumstances and objectives. This report is not an offer to buy or sell any security or to participate in any trading strategy. The value of and income from your investments may vary because of changes in interest rates or foreign exchange rates, securities prices or market indexes, operational or financial conditions of companies or other factors. Past performance is not necessarily a guide to future performance. Estimates of future performance are based on assumptions that may not be realized.

This website is published solely for informational purposes and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. References made to third parties are based on information obtained from sources believed to be reliable but are not guaranteed as being accurate. Visitors should not regard it as a substitute for the exercise of their own judgment. Any opinions expressed in this site are subject to change without notice and Cornerstone Investment Services is not under any obligation to update or keep current the information contained herein. Cornerstone Investment Services accepts no liability whatsoever for any loss or damage of any kind arising out of the use of all or any part of this material. Our comments are an expression of opinion. While we believe our statements to be true, they always depend on the reliability of our own credible sources. We recommend that you consult with a licensed, qualified investment advisor before making any investment decisions.

Reports prepared by Cornerstone Investment Services research personnel are based on public information. Cornerstone Investment Services makes every effort to use reliable, comprehensive information, but we do not represent that it is accurate or complete. We have no obligation to tell you when opinions or information in this report change apart from when we intend to discontinue research coverage of a company. Facts and views in this report have not been reviewed by, and may not reflect information known to, professionals in other Cornerstone Investment Services business areas.

Trademarks and service marks herein are their owners' property. Third-party data providers make no warranties or representations of the accuracy, completeness, or timeliness of their data and shall not have liability for any damages relating to such data. This report or portions of it may not be reprinted, sold or redistributed without the written consent of Cornerstone Investment Services. Cornerstone Investment Services research is disseminated and available primarily electronically, and, in some cases, in printed form. Additional information on recommended securities is available on request.

The market commentaries and reports are by John J. Riley and express 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.

FINRA

Copyright © 2007 Cornerstone Investment Services, LLC
Last updated on 02-Apr-2008

   

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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