Cornerstone Investment Management and Consulting, LLC

Cornerstone serves individual investors, trusts, foundations, and endowments with both hourly investment consulting and ongoing discretionary investment management. The firm offers tailored portfolios and permits written client limits on investments, with client reporting and custody handled through third‑party custodians.

The firm’s investment process combines top‑down macroeconomic analysis, quantitative screening (using sources such as FactSet and Ned Davis Research), thematic research, and bottom‑up security selection to construct customized portfolios across a spectrum from Conservative Income to Growth. Its new Aggressive Growth offering departs from the firm’s standard discipline: it is a high‑turnover, leveraged‑ETF strategy that uses a daily risk‑budget tied to an internal “Index of Greed & Fear” and is described in the brochure as volatile and suitable only for appropriate investors.

Compared with peers of similar size (roughly $87 million in assets and two advisors), Cornerstone is notable for adding a specialist leveraged‑ETF strategy and for the level of performance reporting it provides to clients — quarterly packages explicitly include Performance & Asset Summaries and detailed Performance Reports. The firm also documents proxy‑voting practices that limit votes to its ten largest holdings and maintains a secure client portal for delivery of statements and reports.