CORNERSTONE ASSET MANAGEMENT, INC.

Overview

Cornerstone Asset Management, Inc. is an independent registered investment adviser that serves individual and family clients with a fee model that blends percentage-of-AUM billing, hourly charges, and other fee arrangements. The firm emphasizes equity-centered portfolio construction, financial planning and ongoing portfolio management for individuals and small businesses. Its advisory services include selecting third‑party managers and running educational seminars and workshops for clients. Cornerstone operates as a capital allocator within its client relationships, offering discretionary and non‑discretionary management options, though current reporting shows a strong non‑discretionary orientation. The firm is not an active ESG investor and maintains an industry affiliation with an insurance company, which suggests some integration of insurance-based solutions into its planning work.

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Location & Offices