Financial Cornerstones, LLC
Investment Management - The Woodlands, Texas, United States
Financial Cornerstones, LLC Employees
Financial Cornerstones, LLC Details
As an independent wealth management firm, Financial Cornerstones, LLC works as your trusted advisors to bring wisdom and experience to the investment management and planning process. Our goal is to not only meet but to exceed your expectations in financial management. While most financial plans will include basic analysis and recommendations for retirement, asset allocation, and wealth transition, we believe our value goes far beyond what traditional financial planning provides.We operate in a fiduciary capacity and believe the development of a comprehensive strategic plan is a critical component in helping you accomplish your financial goals. Our process centers around the understanding that the highest level of objectivity is achieved through a fee-based investment management relationship with you. In this way, we align our interests with yours to provide optimal levels of planning expertise and portfolio management.We utilize both active and tactical portfolio management. With active portfolio management, we rely on analytical research, forecasts, and professional experience to make decisions on which securities to buy, sell, and hold. We believe that inefficiencies in the market create opportunities to identify mispriced securities and thereby achieve stronger long-term returns than simply following an index. With tactical asset management, we believe this approach allows us to take advantage of sectors in the market that may be under priced and reduce exposure to the areas in the market that may be significantly overpricedAnd we go one step further. We add an extra layer of due diligence to the research process by screening investments for moral issues based on Christian values. Implementing faith-based investing begins just like any other investment management process - looking for great investments.
Financial Cornerstones, LLC Technologies
Email Providers
Outlook
Fonts
Google Font API
Tag Management
Google Tag Manager
Other
Mobile Friendly
Hosting
Amazon AWS