Investment Approach

Our disciplined approach always puts you first.

We keep the big picture in mind.

Our approach and philosophy to investing is always to keep the big picture in mind while taking short-range, actionable steps to maximize returns and provide downside protection against market volatility. We are disciplined, unemotional and long-term focused in all markets. As a result, our client portfolios hold up.

How do we accomplish this? We start with our own in-house research, leveraging many well-known, respected publications, money managers, and independent research companies. We look for companies and funds that have both an “economic moat” around them and a measurable track record of rewarding shareholders. We are always focused on liquidity, keeping costs low, and being sensitive to tax implications, in addition to comfort, control and transparency.

Comfort

We strive for our clients to be able to explain their holdings at a cocktail party—in other words, we want them to understand and feel comfortable about the securities in their portfolio.

Control

We want our clients to have the ability to promptly liquidate assets as needed, so we choose investments that don’t tie up their money for long periods of time.

Transparency

We often build portfolios with individual bonds and equities, ETFs and mutual funds because you always know what you are holding, along with the associated fees and costs.

As a fiduciary, our duty is to put you first. When you invest with us, you can expect your wealth to be managed with the same diligence and attentiveness with which we manage our own.

Schedule a Meeting

Now that you know a little bit about who we are and what we do, consider scheduling a meeting. Our discovery session is a no-pressure way for us to get to know each other.

Connect

WH Cornerstone Investments Inc.
A Massachusetts Corporation
P.O. Box 207
Duxbury, MA 02331

Office location: by appointment
13 Tremont Street
Kingston, MA

Ph: 888.797.9009 (toll free)
Fax: 781.285.3089

info@whcornerstone.com

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Disclosure

Privacy Policy | Annual Disclosure
W.H. Cornerstone Investments Inc. (“WH Cornerstone”) is registered as an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WH Cornerstone in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WH Cornerstone, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.