CIS Money Management
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No Style is Our Style
We are not like many advisory firms that have portfolios to fit every occasion. We don’t have an “income” or “value” or “growth” portfolio. Our portfolios are tailored to the needs of the individual investor but all are based on the Cornerstone Model Portfolio.

Many money managers have decided to be “value” or “small cap” or some other specific style. We haven’t. Since markets shift from value to growth and bull to bear, we believe it is in the client’s best interest to be fully flexible. We don’t try to force a style on the market; rather, we let the market tell us what is working and go with that.

We may use more than one strategy at the same time in a portfolio. We may have a long-term position in an investment to take advantage of a long-term cycle, but at the same time have a contrary position to take advantage of a short-term countertrend.

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Financial Planning

Money Management

Retirement Planning

Estate Planning

Senior Center

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