A complete list of active advisors currently associated with Cornerstone Advisory

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

Cornerstone Advisory provides discretionary portfolio management, financial planning, pension consulting, recommendations of third-party asset managers, and sub‑advisory services. Its client base includes individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts and estates, charitable organizations, corporations and a private pooled investment vehicle. The firm emphasizes a planning‑first approach, using wealth forecasting and probability analysis to tailor portfolios to client objectives and risk tolerances and typically manages accounts on a discretionary basis. Its investment work blends traditional equity and fixed‑income strategies with alternatives, derivatives, options and interval funds, and it routinely integrates third‑party managers and alternative investments into client portfolios. Noteworthy among its activities is that Cornerstone serves as investment adviser and manager to a proprietary private pooled vehicle (Alternative Markets Fund, L.P.), and it sponsors and provides portfolio management for pooled vehicles — capabilities that are less common among multi‑team advisers. The firm manages roughly $2.25 billion in discretionary assets and conducts a formal due‑diligence process overseen by its CIO/Investment Committee for private and illiquid allocations, with fund investments offered by private placement memorandum.

To learn more about the advisors currently working at Cornerstone Advisory, 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.