Cornerstone Advisory have started using structured note strategies that allowed them to create scenarios for growth, said Tom Biddison, principal at the Baltimore-based boutique wealth management firm, which last year launched a private placement, The Outcome Driven Fund, around its specialty in creating institutional structured note strategies… Read full article on Opalesque.com
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The Cornerstone Team
Disclosure: Cornerstone Advisory, LLC, is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio.