A complete list of active advisors currently associated with Cobblestone Asset Management

Warmer can help you find a great advisor at Cobblestone Asset Management or one who fits your needs even better.

Cobblestone Asset Management provides discretionary portfolio management and advisory services to individuals (including high‑net‑worth clients), corporations, and other financial advisors. The firm prepares written Investment Policy Statements for each client and offers ongoing portfolio monitoring, while also hosting third‑party advisors on its platform and sponsoring a wrap fee program. Cobblestone tailors portfolios to client goals and risk tolerances using a mix of quantitative, fundamental, technical and modern‑portfolio‑theory analyses, and typically recommends ETFs while also incorporating equities, fixed income, REITs, private placements, venture capital interests and annuities when appropriate. Its investment strategies include long‑ and short‑term trading and options strategies (including covered and uncovered positions and spreads), which the brochure identifies as having material additional risks. Several features distinguish Cobblestone from many peers: multiple advisors are registered representatives of an independent broker‑dealer and licensed insurance agents, a structure that permits sale of commissionable products and is disclosed as a potential conflict of interest. The firm also operates as a platform sponsor for other advisors and as a wrap fee program sponsor, and manages a concentrated team overseeing more than $250 million in discretionary assets while documenting conflict‑management and disclosure practices in its client materials.

To learn more about the advisors currently working at Cobblestone Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.