Disclosures
“Client Relationship Form (CRS), form ADV Part 3” 3-29-2023
About Cornerstone. This website is a publication of Cornerstone Investment Advisors, LLC. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability.
Website. Information presented is believed to be current and should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. The articles were prepared by third-party journalists.
Linked websites. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
Investing is risky. All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.
Limitations of modeling. Simulations produce wide ranges of outcomes based on the probability of their occurrence. The likelihood of various investment outcomes is purely hypothetical. Analyses are based upon assumptions that may not come to pass. These anticipated returns do not reflect the impact of investment advisory fees and other expenses. These possible outcomes do not represent actual investment results. Simulations have material limitations. Market movements may be more extreme and more frequent than those that occur in the model. Certain asset classes have shorter histories than others and may not be as reliable. Market events and other factors may influence the reliability of the potential outcomes.
CFP® Statement
