CORNERSTONE ASSET MANAGEMENT

Overview

Cornerstone Asset Management operates as a privately owned corporate RIA serving individuals, families and some institutional clients. The firm bills on a percentage-of-AUM fee model and combines portfolio management for individuals and small businesses with insurance brokerage services. Cornerstone’s practice is oriented toward equity exposure: exchange-traded equities are the dominant instrument class and the firm deploys them through account-level strategies rather than relying primarily on pooled products. The adviser reports non-discretionary authority across its assets, indicating client-directed or advisor-recommended but client-approved implementation in most relationships. Cornerstone does not report active ESG integration, is not a multi-state adviser, and is not positioned as a capital allocator to outside private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices