Sean and Camil*
Camil and Sean, work hard at their chosen professions. Success isn’t handed to them, they achieve it. So when this power couple started exploring advisors to help them manage their money, they agreed the right fit would be someone with determination and diligence, just like them.
They weren’t sure where to start looking so they asked friends and did some research. After interviews and research, Cornerstone made it to the top of their list.
They signed on with Cornerstone.
It was all very exciting in the beginning. Together they had decided their retirement goals and began working towards it and seeing gains. And as they admit, they started taking a hands off approach with monitoring. Until each of them started hearing from friends what a down year their friends’ investments were having.
So they called their Cornerstone advisor and set up a meeting. It was only there that they realized the importance of their decision. Their Advisor talked to them about the down market trends that year and the extremes impacting the market but they also reminded Camil and Sean that at Cornerstone we’ve been balancing the extremes with in an effort to minimize the losses in down years. Camil and Sean were comforted to learn that their portfolio had been designed with weathering down markets in mind.
*Hypothetical situation presented for illustrative purposes only. This story does not describe an actual client experience or client testimonial. The information is presented to illustrate our experience and the types of clients we help.