Investment process

Our investment process has been created with a great deal of care and consideration and is a key part of our wealth management strategy.  At Cornerstone, we feel that outsourcing investment decisions is in our clients’ best interest.  This ensures the content of their portfolio is decided by experts with a huge amount of practical experience, resources and qualifications in this field.  It also gives our advisers and support staff more time to practice their skills in providing tailored financial planning solutions and delivering an excellent service.