Private Investment Management

Cornerstone Wealth Management is among a select group of Financial Advisors entrusted to manage client portfolios with discretionary authority through the Private Investment Management program. Private Investment Management (PIM) is a customized, fee-based portfolio management program for investors who demand a high level of experience and personalized service. As portfolio managers, we take our responsibility very seriously and endeavor to manage our clients’ money as if it were our own. In this process, we employ a GARP (growth at a reasonable price) style and select equities utilizing both our quantitative model and our decades of experience, so you always know we are making informed, sound recommendations in every financial step.

The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.