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 ongoing, discretionary portfolio management to individuals (including high‑net‑worth clients), corporations, and other investment advisors. The firm documents each client’s goals and risk tolerance in an Investment Policy Statement and also offers a platform that unaffiliated third‑party advisors may use to deliver portfolio management to their clients. Investment advice is tailored to client objectives and typically emphasizes ETFs while also employing equities, fixed income, real estate funds, commodities, private placements and options where appropriate. Cobblestone uses a mix of analytical methods — including fundamental, quantitative, technical analysis and modern portfolio theory — applies model allocations alongside customized recommendations, and engages in both long‑ and short‑term trading and options strategies under discretionary authority. Noteworthy for a firm of its size, Cobblestone serves as the sponsor of a wrap fee program and operates a platform for other advisors, arrangements it treats separately from its non‑wrap advisory services. Several supervised persons are registered representatives of an independent broker‑dealer (Independent Financial Group) and are licensed insurance agents and may accept commissions for brokerage or insurance sales; the firm discloses and documents those relationships and related conflicts of interest.

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.