Cornerstone Asset Advisors Inc.

Overview

Cornerstone Asset Advisors Inc. is an independent registered investment adviser focused on serving individuals and families with financial planning and portfolio management for individuals and small businesses. The firm charges a blend of asset-based fees and hourly advisory fees, and it does not position itself as a multi-state or ESG-focused manager. Investment activity is tilted toward public equities, with a clear preference for exchange-traded instruments as core portfolio building blocks. Cornerstone supplements equity exposure with mutual funds and maintains allocations to real estate through third‑party alternative managers rather than running proprietary private-investment platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices