Cornerstone Investment Services

Overview

Cornerstone Investment Services is an independent registered investment adviser operating as a limited liability company. The firm’s advisory business centers on financial planning and discretionary portfolio management for individuals, families and small businesses, with institutional relationships as well. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements, which supports both ongoing portfolio oversight and project-based planning work. Investment positioning skews toward fixed-income exposure, with a notable allocation to U.S. government securities. Cornerstone does not act as a capital allocator or fund sponsor; instead it constructs client portfolios using third-party managers, mutual funds, annuities and direct bond holdings. The firm does not present itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices