Cornerstone Asset Management

Overview

Cornerstone Asset Management is a small, independent, owner-operated advisory firm that provides fee-based portfolio management and insurance brokerage services. Its client mix spans individuals and families as well as some institutional relationships, with a specific advisory focus on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and, per its filings, does not position itself as a capital allocator or an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices