Investment Management

At Cornerstone Financial Management, LLC, a key part of the services we offer is customized, investment management services, tailored to fit your needs. We’ll work closely with you to choose the right style and method for managing your investments. As a dedicated team of professionals with years of experience, we’re confident we can help you get closer to achieving your personal financial goals.

Investment Management Options to Fit Your Needs

We offer a wide range of options for clients on a variety of different levels. We’ll offer you guidance and information to fit your specific needs.

Tactical allocation involves more frequent buying and selling of assets than asset allocation, and tends to generate a higher transaction cost as a result. We’ll work closely with you to consider the tax consequence of moving positions frequently.

What’s Right For You?

Many times, clients are not sure which method of investment management is right for their individual needs. Some don’t realize just how many options are available to them. Our team works closely with you not only to offer recommendations but also to educate you on the options available. We’ll then allow you to choose what’s most suitable or most appropriate for your needs while offering recommendations we feel are the most appropriate for your long- and short-term goals.

It’s important to know that risk exists in all models. Asset allocation, one of the less volatile options for investment management, does not provide a guarantee of a profit. No method can protect against all risk of loss. When we discuss options with you, we’ll talk about risk tolerance as well.

How Can You Get Started With Investment Management Services?

Cornerstone Financial Management, LLC offers the comprehensive investment management services you need. Our team, located in Columbia, South Carolina, is happy to discuss the options available to you. We’re experienced and will work closely with you to ensure you receive the best financial guidance and advice available. No matter where you are in the process of investing, we’re here to help you with complete financial planning and investment management. Click here if you would like to have a financial advisor contact you about your investment management needs..

Financial freedom begins with a recognition. It is then followed by a decision to leave where you are in pursuit of where you want to be.

Bob Deaton, CFP, CMFC

It isn’t how much money I’m making that will determine my financial success. Rather it is how much I’m keeping and how hard it is working for me.

Jay Brown

If we are planning for our future, we have to begin with the present. If we don’t identify our starting point, we will not have a direction to walk towards.

Ken Calcutt, CMFC

In the pursuit of our financial goals, we must be willing to adjust our strategies.

Robert Templeton, CKA, CRPS, CMFC