Cornerstone Investment Advisors, Inc.

Overview

Cornerstone Investment Advisors, Inc. is an independent registered investment adviser serving individuals, families and small businesses with a fee model based on a percentage of assets under management. The firm emphasizes equity exposure, using exchange-traded equities as its primary building block and operating with full discretionary authority across its client relationships. Advisory services center on financial planning and portfolio management for individual and small-business clients rather than institutional mandates or pension consulting. Cornerstone is not characterized as an active ESG investor and does not market itself as a multi-state or pension-focused adviser. Investment activity shows a clear preference for liquid, exchange-traded instruments to implement core allocations, augmented by mutual funds and selective third-party alternative managers for targeted exposure. Ownership is individual rather than part of a larger platform or capital allocator, and the firm maintains a single-office structure with a primary custody relationship at Charles Schwab & Co., Inc.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices