Cornerstone Investment Services

Overview

Cornerstone Investment Services is an independent RIA organized as an LLC that manages fee-based portfolios for individual and family clients and small businesses. The firm operates as a discretionary portfolio manager and provides financial planning alongside portfolio management. Investment activity is concentrated in publicly traded equities and exchange-traded funds; equity exposures make up the bulk of the managed assets and drive most portfolio decisions. Cornerstone is not an ESG-focused manager, does not position itself as a capital allocator, and serves a relatively compact client base through a single-office structure. Decision-making appears to emphasize liquid, easily traded vehicles — ETFs and individual stocks — supplemented by mutual funds and targeted real estate allocations. Portfolios are custody-ready at a major national custodian, enabling direct trading of ETFs and equities and supporting the firm’s emphasis on transparent, cost-aware execution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices