Cornerstone Financial Services Offer eFolio To Help Investors Track Their Funds Online
Cornerstone Financial Services has created an electronic portfolio that enables individuals to see the progress of their investments and the actions taken by the fund manager in real time.
New York, United States – November 29, 2017 /MarketersMedia/ —
Cornerstone Financial Services has introduced a new form of online electronic portfolio for their investment clients, which will enable individuals to review and manage their account, and even communicate with their fund manager, all through a unique online platform. The eFolio system is a part of Cornerstone’s industry leading drive for greater transparency, and allows clients to be as detailed as they would like to be in reviewing the decisions being made on their behalf.
All Cornerstone Investment Portfolios are based on a well-balanced mix of investment opportunities. These opportunities are identified by research specialists, who analyze the market and identify investments that will yield long-term performance. Fund managers identify clients’ circumstances, goals and mindset toward risk, to make sure that they can obtain maximum returns while respecting their individual preferences.
Because their team insists on candor and openess about risk, and take all appropriate precautions to prevent capital losses, they are happy to share their process with their clients. The CFS eFolio allows for best-in-class tracking with maximum convenience for investors, who can access the eFolio from anywhere using their personalized login on a secure client area of the CFS website.
A spokesperson for Cornerstone Financial Services explained, “We are delighted to be able to introduce the eFolio system, which will better enable us to keep clients up to date with the latest actions we are taking on their behalf. Wealth accumulation through compound interest can never be without risk, but we do our best to minimize that risk in accordance with our clients’ wishes and goals. The eFolio will allow people to see how their money is progressing toward that goal. With state of the art tracking, reporting, and the latest features and functions, there has never been a better way to get involved in investing.”
About Cornerstone Financial Services: About Cornerstone Financial Services: Cornerstone Financial Services was founded in 1987, and has prospered in the face of market fluctuations, historical events and more. The company has stood the test of time as a result of their relentless focus on wealth preservation, continuous adaption to market and regulatory change, and delivering when it matters most. They offer financial services for the long term.
Contact Info:
Name: Linda Bains
Email: info@cornerstone-financial-services.com
Organization: Cornerstone Financial Services
Address: Fifth Floor, 45 Main St, New York, NY 11201, United States
Phone: +1 646 213 2850
For more information, please visit http://cornerstone-financial-services.com/
Source: MarketersMedia
Release ID: 270579
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