PRIVATE WEALTH MANAGEMENT
Cornerstone Capital Management's private client services seek to provide customized investment management solutions through diversified equity and fixed income portfolios to enable high net worth individuals and their families to achieve their financial goals.
Cornerstone distinguishes itself from other investment and wealth management firms by providing frequent direct access to the principals and investment decision makers in the firm and personalizing its contact and communications to the particular desires of individual clients.
Cornerstone will help clients with their broader financial requirements through its alliances and partnerships to provide attentive, comprehensive wealth management services to its clients.
Long-term investors seeking income and capital appreciation from their investment as they strive to achieve positive results and diversify their own personal wealth.
To have further discussion or receive additional information about our Private Wealth Management, please contact Cornerstone Capital Management, Inc.
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Thom C. Berkowitz
Senior Vice President
Joined Cornerstone in May 2006
Member of the Investment Policy Committee
Leads Cornerstone's Private Client Group