Cornerstone's Investment Committee establishes and implements our investment strategy, sets investment policy, and continually monitors every element of the investment process.
Investment Committee Members
Gordon Wollman, MS-Financial Planning, CFP®, ChFC, CMFC®, ChFEBCSM, CRPS®, AWMA®, AAMS®
Founder & CEO, CFS
Wealth Advisor, RJFS
Richelle Hofer, CRPC®, ChFEBCSM, AWMA®, AAMS®
Wealth Advisor, RJFS
Jill Mollner, MBA, CFP®, ChFEBCSM
Andrew Ulvestad, AAMS®
Client Webinar Replay - Economic and Investment Update - March 2, 2021:
Quarterly Meeting Summary - February 26, 2021:
Investment Committee Quarterly meetings follow a standardized agenda to evaluate portfolio construction and analyze current economic themes. During our most recent Investment Committee meeting, held Friday, February 26,2021:
Met with two Vanguard analysts. From their perspective, they anticipate small companies outpacing large, value outpacing growth, international outpacing domestic stock. At the next Investment Committee meeting we will consider slightly increasing small cap and international exposure.
Interest rates. We are not concerned about a rapid rise this year, but it’s something we are keeping our eye on for the future.
Because of regulation we are unable to invest in cryptocurrency (i.e. Bitcoin). We discussed the trend, the risks, and ways that we could potentially invest in the underlying software (Blockchain) that makes crypto transactions possible.
Fund Review. We review our funds at every meeting. Some things we consider are internal expenses, upside/downside capture, fund manager tenure, historical performance, standard deviation and forwardlooking projections. Based on these factors, we will be making some minor adjustments to a few portfolios. Those affected will receive a trade confirmation and it will be reflected on your monthly statements. (Please note: This is not a replacement for the official customer account statements or trade confirmations from Raymond James or other custodians. Investors are reminded to compare the findings in this report to their official customer account statements. Past performance does not guarantee future results.Investing involves risk and you may incur a profit or loss regardless of strategy selected.)
Quarterly Meeting Summary - August 7, 2020:
*Diversification and asset allocation do not ensure a profit or protect against a loss. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
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