Cornerstone Investment Services, Inc.

Overview

Cornerstone Investment Services, Inc. is an independent, privately owned registered investment adviser organized as a corporation. The firm works with both individual and family clients as well as institutional and business accounts, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its client billing mixes asset-based fees with hourly and fixed-fee arrangements, plus other fee structures, so engagement types can vary by client need. Cornerstone does not position itself as a capital allocator to third‑party managers; it does not identify as an active ESG investor and is not registered as a multi‑state adviser or pension consultant. Services appear focused on traditional wealth planning and investment management rather than specialty consulting or allocator functions.

Assets & Accounts

Public Holdings

Investments & Alternatives