Cliff Hodge

Cliff Hodge is the Chief Investment Officer at Cornerstone Wealth Group, LLC, where he oversees all aspects of investment due diligence, leads the firm's investment committee, and manages asset allocation and portfolio strategy. Based in Huntersville, NC, he is responsible for directing investment research and implementing strategies for client portfolios, focusing on tax efficiency and long-term wealth preservation.

Mr. Hodge specializes in asset allocation across multiple asset classes including equities, fixed income, alternatives, and tax-advantaged investments. His expertise covers portfolio construction, investment due diligence, and innovative approaches such as long-short tax-loss harvesting, Opportunity Zones, and 1031 exchanges to optimize after-tax growth. He contributes industry insights through webinars and serves on the RIA Advisory Board at Capital Group, providing guidance to the advisor community.

He holds an MBA in Finance from the University of South Carolina’s Darla Moore School of Business, a BA in Economics from Clemson University’s Wilbur O. and Ann Powers College of Business, and a certificate in Family Office Wealth Management from Harvard Business School. As a CFA charterholder, Cliff is recognized for his leadership in investment strategy, commitment to client outcomes, and active role in advancing best practices in the wealth management industry.