Disciplined Investment Management

Disciplined Investment Management

The Cornerstone Wealth team follows a disciplined investment management process, driven by our Research Analysts and Investment Committee that is rigorous, yet flexible. Below is a sample of investment strategies we offer. Scroll over each strategy for a brief description of the investment philosophy.

Our process is based upon the following key tenants of our investment philosophy:

  • Repeatable investment process
  • Research-driven
  • Focused on high-quality, well-run companies determined through a disciplined process
  • Leverage secular trends
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IRREPLACEABLE CAPITAL
Advance & Protect
• Tactical, actively managed, absolute return
• Disciplined, repeatable 4-step investment process
• Downside protection focused
Swan Defined Risk
• Absolute return
• Market neutral
• Downside protection focused
AP20
• Tactical, actively managed, absolute return
• Disciplined, repeatable 4-step investment process
• Downside protection focused
Rollover the rows to learn more.
YIELD
Write Income
• Yield focused
• Sector weighted
Day Hagan
Tactical Dividend
• Dividend yield focused
• Tactical
• Long only equity
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GROWTH
LongTerm Trend
• Fundamentally driven, all equity strategy
• Large-cap growth focused
• Positioned to potentially benefit from secular trends
Diversified
Growth Tactical
• Long-term growth with income
• Tactical, technical overlay
All Seasons Tactical
• Technical, relative strength driven
• Moderate growth focused
• Rules-based process
Perennial Growth
• Fundamentally driven
• Small to mid-cap growth focused
• Invests in high quality firms with secular growth
Rollover the row to learn more.
SPECIALTY STRATEGIES
Subject to qualifications and requirements
Advisory Alternatives
• Non-correlating
• Diversification focused
• Advisory-based




No strategy assures success or protects against loss. Market neutral strategy involves special risks, including significant losses, trade execution delays, forced liquidations of short or leveraged positions due to losses or failure to “match” long and short positions. Options are not suitable for all investors and certain option strategies may expose investors to significant potential losses such as losing entire amount paid for the option. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

The material is intended for use by advisor or in conjunction with the advice offered by an advisor. Investors should carefully consider their investment objectives, risk tolerance, charges and expenses throughout the investment decision process. Not all investments mentioned are appropriate or suitable for all investors and may involve risk. Please obtain a copy of CWM, LLC’s client brochure (ADV Part 2a) from your advisor and any other materials available that should be read prior to investing. The Swan Defined Risk Strategy is managed by Swan Wealth Advisors located in Durango, Colorado. Swan Wealth Advisors is not affiliated with CWM, LLC. The Day Hagan Asset Management strategy is managed by Day Hagan Asset Management located in Sarasota, Florida. Day Hagan is not affiliated with CWM, LLC.

 

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite, to provide information on a topic that may be of interest. FMG Suite is a separate entity from CWM, LLC. Investment advice offered through CWM, LLC, a Registered Investment Advisor. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment advisory services, we are currently required to limit access of the following pages to individuals residing in states where we are registered to provide investment advisory services. We are licensed in the following states: MD.

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