A complete list of active advisors currently associated with Cornerstone Asset Management, LLC

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

Cornerstone Asset Management, LLC is a single-advisor registered investment adviser that provides personalized investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm serves a small client base and offers both discretionary and nondiscretionary portfolio management alongside limited-scope consulting engagements. The firm follows a planning-driven process that begins with client data gathering, a written risk assessment, asset-allocation decisions, implementation, and periodic rebalancing. For security selection it emphasizes fundamental analysis for individual equities, adheres to an efficient-market perspective, and generally avoids short-term trading and technical market-timing strategies. Noteworthy features include a fee-only business model with separate written engagements for planning and investment management and a custodial approach that can lower management costs when clients hold American Funds directly through a specific custodian. As a solo practice with modest assets under management and no additional staff, the firm maintains direct advisor oversight of accounts and does not vote proxies on client securities, leaving proxy voting to clients.

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