CORNERSTONE ASSET MANAGEMENT SERVICES, INC.

Overview

Cornerstone Asset Management Services, Inc. is an independent registered investment adviser that focuses on serving individual and family clients. The firm operates as a capital allocator and provides a mix of financial planning, discretionary portfolio management for individuals and small businesses, and manager selection services—bringing in external advisers where appropriate. Its fee arrangements include AUM-based fees alongside hourly and fixed-fee engagements. Cornerstone reports it is not an active ESG investor and does not present itself as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices