A complete list of active advisors currently associated with Cornerstone Advisors LLC

Warmer can help you find a great advisor at Cornerstone Advisors LLC or one who fits your needs even better.

Cornerstone Advisors LLC is a small RIA that serves individual clients (including high-net-worth individuals) and retirement plans, offering ongoing portfolio management, pension/401(k) consulting, and financial planning. The firm prepares an Investment Policy Statement for each client and provides both discretionary and non-discretionary management tied to those documented goals and risk tolerances. The firm combines multiple methods of analysis — including fundamental, quantitative, technical, cyclical, and modern portfolio theory — and implements strategies ranging from long-term investing to short-term trading, options, margin, and short sales when appropriate. Portfolio oversight is provided on a regular basis with asset-based billing and custody through a limited set of custodians the firm requires clients to use. Cornerstone is notable for its ownership and operational ties to an insurance-affiliated parent and for supervised persons who are licensed insurance agents and may recommend insurance products, including annuities; the firm describes procedures and disclosures to address those conflicts. Operationally, Cornerstone’s practice of requiring specific custodians and not aggregating trades for multiple clients are practical distinctions that may affect trade execution and service dynamics compared with many peers.

To learn more about the advisors currently working at Cornerstone Advisors 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.

Name	Location	Years of experience
Horace Cozart	Fayetteville, AR	6
Daniel Cuningham	Fayetteville, AR	40
Bobby Parks	Fayetteville, AR	18
John Savard	Fayetteville, AR	1

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