A complete list of active advisors currently associated with Cornerstone Investment Services, Inc.
Warmer can help you find a great advisor at Cornerstone Investment Services, Inc. or one who fits your needs even better.
Cornerstone Investment Services provides ongoing investment supervisory services and basic financial planning at no additional charge to a mix of individuals, trusts and nonqualified retirement accounts, as well as to charitable organizations and corporate plan sponsors including pension and profit-sharing plans. Like many independent advisers, the firm operates on a fee-only basis and commonly charges percentage-of-assets-under-management fees for portfolio management. The firm emphasizes risk-aware, medium-to-long-term portfolio construction primarily using no-load mutual funds, ETFs, interval funds and select limited partnerships, and draws on third-party research to monitor managers and allocations. For retirement plan sponsors it prepares written investment policy statements, benchmarks investment options, conducts trustee reviews, and provides participant education and enrollment meetings. What is distinctive for a firm of this size is the active institutional work: CIS regularly serves plan sponsors and may act as an ERISA fiduciary (typically as a Section 3(21) adviser and, in some instances, as a 3(38) manager), performs periodic cost reasonableness reviews and oversees third-party recordkeepers/TPAs. The firm also manages plan assets held away when provided duplicate statements and maintains a policy against receiving transaction-based compensation.
To learn more about the advisors currently working at Cornerstone Investment Services, Inc., 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 |
|---|---|---|
Indian Trail, NC
| 15
|
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