Cornerstone Investment Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cornerstone Investment Services works with individual investors, some high-net-worth clients, and retirement plans, providing discretionary and non-discretionary asset management as well as ERISA plan advisory services described in the brochure (including limited-scope 3(21) and full 3(38) investment manager roles). The firm also offers public seminars and educational workshops intended to provide general investment education and supports plan participant education and enrollment meetings.
Investment programs are created from documented investment policy statements and tailored to clients’ goals, time horizons, and risk tolerances, with portfolio construction guided by asset allocation and a mix of fundamental, technical, cyclical analysis and Modern Portfolio Theory. Strategies described in the brochure may include long- and short-term holdings, trading, options and margin use where appropriate, and the adviser implements monitoring and periodic reviews across client accounts.
Noteworthy distinctions disclosed in the brochure include the firm’s use of hypothetical performance in its marketing materials and its offering of modestly priced public seminars (listed at $25–$50), both of which are uncommon among peers. The firm also discloses that its principal maintains outside business activities—a licensed guide operation and a retail business—and devotes a portion of time to those pursuits, information prospective clients may consider in evaluating the solo-practitioner model.
Client services
Expertise
Fee options
Seminars and educational workshops fee ranges from $25 to $50
1.00% annually flat rate on total assets under management
Main office
Jacksonville FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Cornerstone Investment Services · Smith And Sons Capital Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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