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Client

Cornerstone Advisors

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Case Studies
About This Project

At a time when wealth management companies are being challenged by their investor clients to justify their ‘assets under management’ fees, and their portfolio of funds against a robust stock market and lesser fees, the demand for unencumbered advice is on the rise. To help Cornerstone stay out in front of this evolving marketplace, Blakeslee has produced a variety of added-value videos. The topics range from angel investing and private equity investing to understanding how to maximize the value of restricted stock units. These videos are intended to position Cornerstone as the voice of authority when it comes to trendy financial vehicles that can carry potential risk to uninformed client.