Cornerstone Asset Management, LLC

Overview

Cornerstone Asset Management, LLC is a small, owner-operated wealth advisory practice that focuses on portfolio management for individuals and small businesses. The firm charges clients a percentage-of-AUM fee and concentrates its work on direct equity exposure, using exchange-traded instruments as the primary vehicle. Investment activity is straightforward: the advisory process centers on equity allocation complemented by mutual funds, corporate debt and structured income solutions where appropriate. Cornerstone is not positioned as an ESG-focused adviser and operates without a broad multi-state footprint, which points to a localized, relationship-driven business model. Manager allocation interest is modest but deliberate. The firm supplements its public-market equity exposure with external managers and funds in three alternative areas — real estate, commodities and oil & gas — to add diversification and non-correlated return streams. Annuities are used tactically for guaranteed income needs, while mutual funds and corporate debt fill out core fixed-income and blended sleeve requirements.

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