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

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

The firm provides discretionary asset management and customized portfolio services to a mix of individual and high‑net‑worth clients, as well as trusts, banks, corporations and other investment advisers. Like many firms in its category, it charges asset-based advisory fees and focuses on ongoing portfolio management for individual clients. Cornerstone Select employs a top‑down investment process that emphasizes value‑based metrics supplemented by a technical trading overlay; security selection is driven by analysis of cash flow, invested capital and peer‑group capital charges to estimate economic value, while technical indicators are used to time entries and exits. Portfolios are monitored continuously and can be tailored to client objectives and written investment restrictions. The firm is atypical among peers in that it both serves and sub‑advises other investment advisers, and several principals and registered employees are licensed insurance agents who may recommend and be compensated for insurance products. Its most recent brochure discloses material changes, including a revision to its fee schedule and a decision to no longer exercise proxy‑voting authority on clients’ behalf, with clients receiving proxy materials directly from custodians.

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