Cornerstone Portfolio Research Launches New Website

Cornerstone Portfolio Research Launches New Website

Cornerstone Portfolio Research is thrilled to announce the launch of our new and improved website! The new site went live on October 1, 2021. The updated look and feel will make it easier to find information, read about what matters to you and your clients’ portfolios, and contact us if you have any questions.

Here are 3 things we are especially excited about:

1. Our Free eBook

The responsibilities of a financial advisor are numerous and time-consuming. Many advisors find themselves spending more time on administrative tasks than on meeting with clients and growing their business, both critical parts of their job. In some situations, outsourcing your portfolio management responsibilities to another firm or individual could be your best next step. Our free ebook, 12 Reasons to Consider Outsourcing Portfolio Management is available for download here.

2. Find Out Who We Are

Choosing the best Chief Investment Officer or Portfolio Manager to work with is an important decision. At Cornerstone Portfolio Research we want you to get to know who you will be working with. That’s why we have created a “Meet Our Team” page on our website. Here you will find a short bio for each of our team members.

3. Our New Blog

Another way we inform our clients is through our blog. We will be publishing timely articles about what’s happening in the financial services industry as well as sharing tips and insights about topics like investment research and portfolio management. You can subscribe to our monthly blog newsletter here.

 To learn more about Cornerstone Portfolio Research and how we can help you get on a path to a more confident future contact us today.

CPS eBook Reasons to Outsource

More about the author: Thomas Balis

Thomas holds a Bachelor of Science in Business from Ohio State and has since earned the Chartered Financial Analyst® (CFA®) designation as well as the Accredited Portfolio Management Advisor (APMA®) and Chartered Mutual Fund Counselor (CMFC®) certifications.