Jim Foxen Email & Phone Number

Jim Foxen is a Cornerstone Advisory at Cornerstone Advisory. He possess expertise in retirement planning, financial planning, retirement income strategies, personal financial planning, alternative investments.

Listed skills include Retirement Planning, Financial Planning, Retirement Income Strategies, Personal Financial Planning, and 1 others.

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  Portfolio Manager

  Cornerstone Advisory

  Jan 2019 - Present

  Cornerstone AdvisoryWith more than 100 years of collective experience, Cornerstone Advisory, LLP provides comprehensive portfolio management and monitoring services for: Affluent Individuals Endowments Trust FoundationsOur team uses wealth-forecasting along with Outcome Driven Investments to create customized investment portfolios. Cornerstone Advisory's "Outcome Driven Investing" philosophy is designed to reduce some of the uncertainty investors traditionally face. Through our strategic use of traditional and alternative investments we are able to design portfolios more closely aligned with an investors specific needs and/or outcome expectations.Outcome Driven InvestingBy financially engineering a portion of our client's assets we are able to: Access asset classes that may be difficult or uneconomical to invest in directly Provide features, such as leverage or principal protection, that investors often do not have the ability to replicate Potentially decrease overall portfolio volatility Design an outcome based investment portfolioSpecialties: Asset management, Financial Planning and Weath Forecasting, Alternative Investments

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  Northern Illinois University

  Finance, General