Cornell Capital Group LLC

Cornell Capital Group is a registered investment advisor based in Encinitas, California, that provides ongoing portfolio management services to individuals and families. The firm builds customized portfolios based on each client's individual goals, time horizon, and risk tolerance, creating a personal investment policy statement for every relationship. Cornell Capital Group primarily recommends equities, fixed income securities, and exchange-traded funds, and utilizes fundamental analysis, modern portfolio theory, and quantitative analysis to guide its investment decisions. The firm operates with the authority to make trades on behalf of clients without asking first, ensuring decisions align with their stated strategy. Cornell Capital Group works primarily with high-net-worth individuals and maintains no account minimums for its services.