A complete list of active advisors currently associated with Cornell Capital Management
Warmer can help you find a great advisor at Cornell Capital Management or one who fits your needs even better.
Cornell Capital Management is a state-registered, single-advisor investment advisory firm that manages discretionary portfolios for a small group of primarily high-net-worth individuals, typically requiring account sizes around $250,000 and overseeing roughly $21.8 million in client assets. The firm provides ongoing portfolio management focused on equities and ETFs and offers tailored investment options and occasional limited financial planning services. The firm follows a buy-and-hold, fundamental-analysis approach that emphasizes long-term ownership of conservative, blue-chip large-, mid- and small-cap stocks and sector ETFs, with an expressed preference for dividend-paying securities and no use of margin or options. Portfolios are customized to client mandates — including socially responsible, green, or religious exclusions — and the brochure explicitly discusses foreign-investment and currency risks and the use of ADRs and ETFs to achieve diversification. Notable for its very small scale (one advisor and a handful of clients), the firm concentrates almost exclusively on high-net-worth individuals rather than smaller retail clients, which differs from many independent peers that serve a broader retail base. The brochure also highlights the principal’s long-standing civic and business-network involvement and a set of operating practices — no soft dollars, custodial arrangements with a major custodian, discretionary management, and flexible client-directed broker choices — that together shape a personalized, independent model that can accommodate international investment considerations.
To learn more about the advisors currently working at Cornell Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
Clarence Center, NY
| 4
|
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