CORNERSTONE ADVISORY

Overview

Cornerstone Advisory is an independent, owner-operated registered investment adviser that serves individual and family clients with a mix of planning, portfolio management and insurance services. The firm operates as a capital allocator: it builds client solutions from exchange-traded equities at the center of portfolios while supplementing those positions with mutual funds, annuities and allocated exposure to commodities and oil & gas through third‑party managers. Advisory work appears weighted toward financial planning, selection of outside advisers and portfolio management for individuals and small businesses, and the firm also maintains insurance brokerage capabilities to place insurance and annuity solutions. The firm’s fee approach is hybrid: it uses hourly and fixed fees alongside commission arrangements and other billing methods. Investment activity leans toward equities as the primary building block, with managers tapped for alternative commodity and energy strategies when clients need inflation hedges, yield or sector-specific exposure. Portfolios are largely non-discretionary, reflecting a client base that retains decision authority while relying on Cornerstone Advisory for strategy, execution options and access to outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices