Cornerstone Advisors, Inc.Investment Management Service
We are wealth and life builders.
  Investment Management  You are a unique individual, with your own experiences, ideas and concerns about investing. Our process starts with an in-depth understanding of your goals, preferences and unique circumstances. We draw on our deep understanding of investing, and collaborate with you to deliver custom portfolios that match your requirements and meet your expectations. We blend asset classes, strategies and managers with complementary styles into broadly diversified portfolios that span a wide spectrum of global investment opportunities.

RISEOrganizations  What you do really matters. We embrace your organization's goals and unravel your challenges in a unique way. We understand the complexities you face in balancing public interest activities with the preservation, growth and distribution of assets. In addition to portfolio management, our team can manage complicated and time-consuming investment administrative tasks, cash management, and codifying a sustainable spending policy for your organization.
Family Office Services  For many, BUILDING financial success and legacy goes BEYOND investment performance. You face financial and life decisions that affect you, those around you, and those who will follow tomorrow. You need access to accurate information and unbiased advice to achieve your goals. Our Family Offices Services clients have access to the firm's full range of specialized knowledge, proprietary financial tools and expertise, including the integration of your team of outside service professionals and bill paying.

Specialty Services  Are you facing a question, the answer to which is critical to your financial success? Through years of attending to the needs of the affluent, we have developed a broad range of investment and financial capabilities. We would be pleased to work with you on a project basis to address the challenges of your unique situation. We apply our broad expertise to conduct an analysis and counsel you in a manner that is free of self-serving economic bias.
Learning Library

Recent Articles
New Year's Wealth Resolutions for Business Owners

 

Building an Effective Investment Portfolio

 

Private Equity Executive Summary

 

PortfolioBuilder: Fixed Income Approach Volume 1 2014

 

Best Practices for Communicating Investment Information to Donors

 

Real Return Investing: Past, Present and Future

 

PortfolioBuilder: Real Estate Approach Volume 1 2013