A complete list of active advisors currently associated with Cornerstone Investment Advisors Group, LLC
Warmer can help you find a great advisor at Cornerstone Investment Advisors Group, LLC or one who fits your needs even better.
Cornerstone Investment Advisors Group, LLC is an independent, state-registered advisory firm serving approximately 30 individual clients with about $5.7 million in assets under management and a single advisor. The firm provides ongoing portfolio management (investment supervisory services) and integrated financial planning at no additional charge, advising primarily in mutual funds, equities, bonds, ETFs, government securities and insurance products including annuities. The firm manages client accounts primarily on a non-discretionary basis and documents each client’s goals, time horizon, and risk tolerance in an Investment Policy Statement; accounts are reviewed at least quarterly. Its investment process uses both fundamental and technical analysis and, when appropriate, may employ a wide range of strategies — long- and short-term trading, short sales, margin, and options — while requiring clients to use the firm’s recommended custodian (MoneyBlock) and not accepting proxy voting or discretionary trading authority. What is distinctive for this small, single-advisor adviser is the combination of nearly entirely non-discretionary assets and an affiliation with an insurance agency: the firm’s principal is a licensed insurance agent who may offer commissionable insurance products, a relationship the brochure discloses as a potential conflict of interest. Compared with many peers, the firm also discloses use of more active and higher-risk trading techniques for individual clients while keeping financial planning bundled into its advisory services.
To learn more about the advisors currently working at Cornerstone Investment Advisors Group, 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 |
|---|---|---|
Shreveport, LA
| 14
|
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