CORNERSTONE INVESTMENT ADVISORS GROUP, LLC

Overview

Cornerstone Investment Advisors Group, LLC is a small, owner-operated advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges advisory fees based on a percentage of assets under management and primarily operates through non‑discretionary relationships, meaning clients retain final approval over trades and allocations. Investment activity centers on publicly traded equities — the firm signals a clear preference for exchange‑traded securities for liquidity and transparency — while also incorporating mutual funds, annuities and targeted alternative exposure to commodities. The firm is not positioned as an ESG investor, does not operate across multiple states, and does not present itself as a capital allocator or pension consultant. It maintains an industry affiliation with an insurance company, which helps explain the use of annuity products alongside traditional portfolio holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices