Model Wealth Program
Our mission is to build lasting relationships with the advisors we work with by exceeding their expectations for investment performance and helping them grow their business
Advisory Management & Research is a division of Cornerstone Wealth Management, a 100% employee-owned, independent registered investor advisor headquartered in St. Louis, Missouri.
What we offer
We offer professionally-managed investment portfolios for clients who wish to have their investments professionally monitored, managed and rebalanced as market conditions change.
What makes us different
Unlike many of our competitors, we avoid tactical trades based on short-term market predictions. We have no financial arrangements, like revenue sharing, with the investment firms represented in the portfolios we manage. We base our investment decisions on investment principles by maintaining a long-term perspective, broad diversification and a focus on managers that we believe offer the potential to outperform their peers and their respective benchmarks over a long period of time.