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Principle-Based Investing

We have partnered with Cornerstone Wealth Management for investment research and portfolio management, including the Model Wealth Program. For more information visit:

Alan F. Skrainka, CFA Chief Investment Officer


Alan F. Skrainka is the Chief Investment Officer at Cornerstone Wealth Management. He is responsible for managing the Cornerstone Model Wealth Portfolios and is Chairman of the Investment Policy Committee. Because he has over 35 years of experience in the investment industry, Alan has been a frequent source for national financial networks and publications. He became a Chartered Financial Analyst in 1986. He earned a bachelor’s degree in business administration from the University of Missouri-St Louis in 1983, and earned an M.B.A from Washington University in St. Louis in 1990.

Through our relationship with LPL, we also have access to LPL's Research Department with over 70 professionals.  LPL Research has no proprietary products to sell, and no investment banking relationships to cultivate. Click the link below for more information on LPL's research department.