A complete list of active advisors currently associated with Cornerstone Asset Advisors Inc.

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

Cornerstone Asset Advisors Inc. provides discretionary asset management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities. The firm typically works with a small client base and generally requires an account minimum of around $1 million while offering ongoing portfolio management and tailored financial plans. The firm’s investment process blends fundamental and technical analysis to establish asset allocation, select securities, and implement trading decisions under discretionary authority with periodic monitoring and rebalancing. In addition to standard long‑ and short‑term strategies, Cornerstone may employ derivatives in separately managed accounts—specifically option writing and spreading strategies—which is uncommon among independent, solo‑advisor firms. As a single‑advisor practice managing a concentrated pool of client assets, Cornerstone emphasizes advisor‑led reviews conducted at least quarterly. The firm uses institutional custody and trading services provided by a major custodian and does not routinely vote client proxies, instead leaving proxy voting to clients while offering recommendations if assistance is requested.

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