Your goals deserve more than a one-size-fits-all approach—let’s build a strategy designed to grow with you.
Private Investment Management (PIM)
At Cornerstone Wealth Management, we are proud to be part of a select group of Financial Advisors entrusted with discretionary portfolio management through the Private Investment Management program. This exclusive, fee-based service is designed for investors who expect more than just advice—they expect insight, discipline, and a deep commitment to their success.
PIM is built around one central idea: your portfolio should be as unique as your goals. By taking the time to understand your priorities, risk tolerance, and long-term vision, we design and actively manage a customized investment strategy that evolves with you.
As your portfolio managers, we approach every decision with the same level of care as if we were investing our own money. Our process combines a Growth at a Reasonable Price (GARP) philosophy with a proprietary quantitative model, refined over decades of market experience. This balanced approach seeks to identify strong companies at attractive valuations—providing both growth potential and prudent risk management.
From initial strategy to ongoing adjustments, every recommendation we make is grounded in data, guided by experience, and aligned with your objectives. With Cornerstone Wealth Management, you can be confident that your investments are in the hands of professionals dedicated to building, preserving, and growing your wealth—step by step, year after year.
Wells Fargo Advisors Financial Network does not provide legal or tax advice.
Fees for the PIM program include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee of $250 per calendar quarter to maintain this type of account. The fees do not cover the fees and expenses of any underlying packaged product used in your portfolio. Advisory programs are not designed for excessively traded or inactive accounts and are not appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the advisory disclosure documents for a full description of our services, including fees and expenses. The minimum account size for this program is $50,000
PIM is built around one central idea: your portfolio should be as unique as your goals. By taking the time to understand your priorities, risk tolerance, and long-term vision, we design and actively manage a customized investment strategy that evolves with you.
As your portfolio managers, we approach every decision with the same level of care as if we were investing our own money. Our process combines a Growth at a Reasonable Price (GARP) philosophy with a proprietary quantitative model, refined over decades of market experience. This balanced approach seeks to identify strong companies at attractive valuations—providing both growth potential and prudent risk management.
From initial strategy to ongoing adjustments, every recommendation we make is grounded in data, guided by experience, and aligned with your objectives. With Cornerstone Wealth Management, you can be confident that your investments are in the hands of professionals dedicated to building, preserving, and growing your wealth—step by step, year after year.
Wells Fargo Advisors Financial Network does not provide legal or tax advice.
Fees for the PIM program include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee of $250 per calendar quarter to maintain this type of account. The fees do not cover the fees and expenses of any underlying packaged product used in your portfolio. Advisory programs are not designed for excessively traded or inactive accounts and are not appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the advisory disclosure documents for a full description of our services, including fees and expenses. The minimum account size for this program is $50,000