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

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

Cornerstone Investment Advisors provides comprehensive financial planning and both discretionary and non‑discretionary portfolio management to individuals, families, trusts and estates, pension and profit‑sharing plans, charitable organizations, and small businesses. The firm manages roughly $181 million for about 115 clients through a small advisory team and also offers pension consulting, participant education, and access to third‑party sub‑advisors and model portfolios. Investment advice is organized around strategic asset allocation grounded in Modern Portfolio Theory and global diversification, using mutual funds, ETFs, individual equities, fixed income, options and alternative vehicles as appropriate. The firm regularly uses sub‑advisors and, unusually for peers, may permit borrowing/margin in separately managed accounts and counts margin balances when calculating assets under management, a practice that can increase billable assets. Distinctive operational features include an owner’s minority interest in a holding company that formed a federally chartered trust company to which the firm refers clients, and the firm’s acceptance of fee‑deduction authorizations and standing transfer instructions that can result in it being deemed to have custody in certain situations. Cornerstone also makes use of more complex instruments and strategies — including structured notes, buffer and leveraged/inverse funds, and potential cryptocurrency exposure — and provides ongoing account monitoring and tailored pension plan services.

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