A complete list of active advisors currently associated with Cornermen Financial, LLC

Warmer can help you find a great advisor at Cornermen Financial, LLC or one who fits your needs even better.

Cornermen Financial, LLC provides ongoing portfolio management and financial life‑planning services to individuals (including high‑net‑worth clients) and to corporate or business entity clients; it offers both model asset allocation portfolios and customized portfolios. The firm implements accounts through the SEI Asset Management platform and related programs and reports managing roughly $172.7 million across several hundred client accounts, and it discloses no account minimum for its services. The firm’s investment process is grounded in modern portfolio theory and uses Monte Carlo simulation in planning to model a range of potential outcomes; Cornermen documents client goals and risk tolerance in an Investment Policy Statement and typically requests discretionary authority to implement portfolios. Cornermen employs both long‑term and short‑term trading approaches and generally concentrates advice in mutual funds, ETFs, hedge funds, private equity, stocks and bonds, including allocations to third‑party model strategies. Notable differences from many peers include a formal, operational relationship with SEI that supports both SEI Asset Allocation models and a Sub‑Advised Program in which the sub‑advisor does not contract directly with end clients; the firm also requires clients to use a particular custodial platform and discloses acceptance of soft‑dollar research and services. Several advisers maintain separate licensed insurance activities through an outside entity and operate a 501(c)(3) financial‑education program, items the brochure identifies as potential conflicts of interest that the firm says it manages.

To learn more about the advisors currently working at Cornermen Financial, LLC, 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.