CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC

Overview

Cornerstone Investment Management and Consulting, LLC is an independent registered investment adviser that concentrates on fee-based portfolio management and financial planning for individuals, families and smaller institutional clients. The firm runs largely discretionary equity portfolios, favoring exchange-traded equities as the core building block, and describes itself as an active ESG investor — indicating ESG considerations are integrated into manager selection and security choice. Its advisory services include financial planning and portfolio management for both individual/small-business clients and for business or institutional accounts. Fee billing is a mix of percentage of assets under management and hourly charges. The firm’s investment posture is equity-centric. Portfolios appear designed around liquid, exchange-listed exposures (both ETFs and individual stocks), supplemented by mutual funds and selective allocations to alternatives — specifically hedge funds and real estate strategies — for diversification and return enhancement. Custody and execution appear oriented toward low-cost, execution-focused platforms, suggesting a blend of long-term strategic positions and opportunistic trading where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices