Plan for tomorrow today!
Sydney, 199 George Street
· Diversification into equity markets
· Exposure to a portfolio of quality international companies with global growth
· Gain exposure to brilliant founders from around the world
· Fair fee structure that charges performance fees only for what it delivers to each investor over the long term
A Portfolio of concentrated holdings with Companies that have a competitive advantage. Focused companies enhance shareholder value. We are not short term investors. We use long term investment strategies and dollar cost averaging.
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
Neil is a value investor with over twenty five years of financial market experience. Neil began his Financial markets career with Bell Potter and advised clients for almost a decade. He then became Director and advised clients at UFS for Seven years until 2011. Neil then as a Director also advised Equity Clients at Chatsworth Equities until 2016. Neil is the Current Director Cornerstone Asset Management.
Cornerstone AM is a Corporate Authorized Representative of HLK Group ABN 93 161 284 received its Australian Financial Services License (AFSL435746)
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Level 1, 530 Little Collins Street, Melbourne, VIC 3000
Monday - Friday: 10am - 5pm
Saturday: By appointment
Sunday: Closed
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