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Socially responsible investing

Whether you are an investment management client or an hourly financial consulting client, we respect your wishes and objectives as an investor. Often, clients have specific requests about the allocation of their capital into stocks, bonds and mutual funds, and Cornerstone works to incorporate these ideas into the client’s investment portfolio, whether through inclusion or exclusion. As part of our questionnaire, we ask about social / religious constraints for the investment of client assets, and we discuss with clients the most effective ways to socially invest as well as the potential pitfalls of doing so, especially in regards to cost of investing and performance.

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