CORNERSTONE FINANCIAL ADVISORS LTD.

Overview

Cornerstone Financial Advisors Ltd. is a small, individually owned advisory firm that manages portfolios for individuals, families and small businesses. The firm charges a percentage-of-AUM fee and acts as a capital allocator, combining direct portfolio management with the selection of outside advisers where appropriate. Strategic emphasis is on pooled public funds—mutual funds represent the core of the investment program—while private placements and real estate are used as complementary allocations to broaden sources of return and income. Cornerstone does not position itself as an ESG-focused manager and appears to operate within a single-state footprint. The firm lists an accountant among its industry affiliations, reflecting a close connection to tax and reporting considerations in client service.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices