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Following are links to recent media coverage on Cornerstone Advisors. Please note that the information contained should not be construed as a testimonial of any kind or indicative of any clients’ past or future investment experience with Cornerstone.
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WSJ.com - "Teaching Client's Children To Manage Wealth"
Ken Hart, CEO of Cornerstone Advisors, was featured in a national Dow Jones story which highlighted our experience in working with clients to communicate family values regarding wealth.
Seattle Metropolitan Magazine - "Dollar Defenders: Expert Advice for Choosing a Financial Adviser in Uncertain Times"
Ken Hart, CEO of Cornerstone Advisors on the top ten characteristics investors should look for when selecting an investment advisor.
RIA Biz - “Schwab to Pump Millions of Dollars Into Promoting RIAs as a Channel”
Ken Hart, CEO of Cornerstone Advisors on differentiating investment advisors and why an Independent Registered Investment Advisor (RIA) business model makes sense for investors.
Puget Sound Business Journal - Ken Hart, CEO of Cornerstone Advisors, on Managing Risk and Accepting Uncertainty
Risk and uncertainty. Those two words can either invigorate or terrify investors. In our experience as wealth managers, these words are often used interchangeably and without distinction. As we consider these terms in light of portfolio management in particular, however, we would like to suggest that distinguishing between the two is very important.
Knowing their ramifications for an investment strategy is even more critical.
Bloomberg Markets Magazine - Cornerstone Advisors Ranked Amongst "Top 50 Family Offices" Worldwide
Cornerstone Advisors is ranked amongst the “Top 50 Family Offices” worldwide according to a new list published by Bloomberg Markets magazine. Bloomberg surveyed more than 1,000 money management firms worldwide, using a database obtained from Portland, Oregon-based Family Offices Group of information self-reported by family-office firms. Cornerstone Advisors was ranked at number 33 on this list.
Investment News - Cornerstone Advisors Amongst "Top 50 RIA Giants" in Nation for 2011
Cornerstone Advisors Inc., a wealth and life building firm with more than $2 billion in assets under management, ranks number 25 amongst the "Top 50 RIA Giants" in the nation according to the new list published June 2011 by Investment News, the leading news source for financial advisors.
Forbes - Cornerstone Advisors Amongst "Top 50 Fee-Only Advisors" in Nation for 2011
Cornerstone Advisors Inc., a wealth and life building firm with more than $2 billion in assets under management, ranks number 21 amongst the "Top 50 Fee-Only Advisors" in the nation according to a new list published January 2011 by Forbes.com.
Seattle Business - Cornerstone Advisors Recognized Amongst “100 Best Companies to Work For”
Cornerstone Advisors was recognized in Seattle Business as a "Best Company To Work For" by its own employees who ranked their firm in many different categories ranging from corporate culture, benefits and ongoing training and education.
Registered Rep - Cornerstone Advisors Amongst "America's Top 100 Financial Planner RIAs" for 2010
Cornerstone Advisors Inc., a wealth and life building firm with more than $2 billion in assets under management, ranks 54th in the nation on "America's Top 100 Financial Planner RIAs" according to the July 2010 list published by Registered Rep, one of the leading news sources for financial advisors.
Seattle Magazine 2010 FIVE STAR Best in Client Satisfaction Wealth Managers Announced
Cornerstone Advisors is proud to announce that nine of its’ professionals are counted among the winners of this year’s FIVE STAR "Best in Client Satisfaction" Awards, an annual award program that recognizes local top wealth managers. This is the fourth consecutive year that professionals from Cornerstone Advisors are among the FIVE STAR “Best in Client Satisfaction” wealth managers.
Forbes - Cornerstone Advisors Amongst "Top 50 Fee-Only Advisors" in Nation for 2010
Cornerstone Advisors Inc., a wealth and life building firm with more than $2 billion in assets under management, ranks number 21 amongst the Top 50 Fee-Only Advisors in the nation according to a new list published by Forbes.com.
Investment News "Top 50 RIA Giants" in Nation for 2010
Cornerstone Advisors Inc., a wealth and life building firm with more than $2 billion in assets under management, ranks number 22 among the "Top 50 RIA Giants" in the nation according to the new list published March, 2010 by Investment News, the leading news source for financial advisors.
Seattle Magazine 2009 FIVE STAR Best in Client Satisfaction Wealth Managers Announced
Ken Hart, Chuck Hammond, Mike Hughes, David Freudenberg, April Kriha, and Mike Milojevich Among FIVE STAR Best In Client Service Wealth Management Award Winners.
Washington CEO - Cornerstone Advisors Amongst Top Wealth Management Firms in Washington State - 2008
Cornerstone Advisors Inc., a wealth and life building firm with more than $2 billion in assets under management, ranks number 2 on the Top 12 Wealth Management Firms in the state according to a new list published by Washington CEO Magazine.
Puget Sound Business Journal - Teach Your Children Well
As our nation struggles with one of the most severe financial and economic crises in decades, we are elevating our conversation about the relationship between money, values and habits with our clients and their families. Cornerstone Managing Director, Sue Peterson teaches financial literacy and is heavily quoted on the subject in the attached editorial.
Puget Sound Business Journal - Multifamily office can manage assets for future generations
Regardless of whether wealth is inherited or self-made, most families have similar goals for their financial capital - that is, the preservation and growth of these assets.
CEO Spotlight - KIRO Money Editor Jason Brooks visits Bob Trenner at Cornerstone Advisors
One local company is rapidly gaining a national reputation for great client service.
Forbes - Cornerstone Advisors Amongst "Top 50 Fee-Only Advisors" in Nation - 2008
Cornerstone Advisors Inc., a wealth and life building firm with more than $2 billion in assets under management, ranks number 20 amongst the Top 50 Fee-Only Advisors in the nation according to a new list published by Forbes.com.
Investment News - Cornerstone Advisors Amongst "Top 50 RIA Giants" in Nation - 2008 List
Cornerstone Advisors Inc., a wealth and life building firm with more than $2 billion in assets under management, ranks number 20 amongst the "Top 50 RIA Giants" in the nation according to a new list published by Investment News, the leading news source for financial advisors.
Fortune - Cornerstone Amongst "Top 50 Registered Investment Advisors" in Nation
Cornerstone Advisors Inc. currently ranks as the 33rd largest registered investment advisory (RIA) in the nation, the largest RIA in the Seattle area and third-largest on the west coast according to a list that appeared in the March 31, 2008 issue of Fortune Magazine.
Seattle Magazine - Cornerstone Advisors Recognized as 2008 Best in Client Satisfaction
Ken Hart, David Freudenberg, April Kriha Among FIVE STAR Wealth Management Award Winners
Washington CEO - Cornerstone Advisors Recognized as a “Best Company to Work For”
Each company was evaluated by its own employees who ranked their company in 10 different categories ranging from corporate culture, benefits and ongoing training and education.
ASG Partners - Interview with David Drews, Managing Director
A successful sale and the creation of a cash windfall is a major transition in your life, and the lives of your family. How can you structure your company to maximize your personal fortune? Does your exit strategy consider how to transfer wealth to family members? Such questions focus on financial planning, insurance, taxes, estate planning, investment management and the emotional consequences of a cash windfall.
Harbor Club Cocktails & Conversations - Long-term Investing in a CNBC Sound Bite World
Sue Peterson, Managing Director offers her top five recommendations on how to succeed in the current investment environment.
Puget Sound Business Journal - When you have money but you need peace
Understanding the emotional and psychological benefits of giving can help each of us to live more fulfilling lives. |
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Cornerstone Advisors Introduces RISE: Wealth Management Services
Cornerstone Advisors, a wealth and life building firm with more than $2 billion in assets under management, today announced the launch of RISE, the firm’s newly expanded wealth management services for tax-exempt organizations. As an extension of Cornerstone’s nearly three decades of work with ultra high net worth individuals and families, RISE unites the firm’s investment strategy expertise and insights into donor expectations to bring comprehensive services to private foundations, nonprofit organizations and endowments. Cornerstone has been serving foundation and nonprofit clients since 1993.
Drew Varnes, CPA, CFA, CAIA has been awarded new responsibilities as Director, Operational Due Diligence and Fund Administration.
Cornerstone Advisors, a wealth and life building firm with more than $2 billion in assets under management, announced Drew Varnes, CPA, CFA, CAIA has been awarded new responsibilities as Director, Operational Due Diligence and Fund Administration.
Katie Robinette, CFA, Joins Cornerstone Advisors as Director of Private Equity
Cornerstone Advisors, a wealth and life building firm with more than $2 billion in assets under management, today announced Katie Robinette has joined the firm as Director of Private Equity.
Scott Dowling Joins Cornerstone Advisors as Client Manager
Cornerstone Advisors, a wealth and life building firm with more than $2 billion in assets under management, today announced that it has hired Scott Dowling as Client Manager.
Cornerstone Advisors Promotes Kenneth Hart, CFA to Chief Executive Officer
The Board of Directors of Cornerstone Advisors is pleased to announce that it has selected Kenneth Hart, CFA to serve as Chief Executive Officer effective January 1, 2011.
Cornerstone Advisors Hires Douglas Haack, CFP as Chief Client Relationship Officer
Cornerstone Advisors, today announced that it has hired Douglas Haack as Chief Client Relationship Officer.
Cornerstone Advisors Celebrates 25 Years in Business
Milestone Anniversary Reflects Firm’s Pioneering Approach to Financial Stewardship.
Cornerstone Advisors Hires Michael Hughes, CFA, CAIA as Chief Investment Officer
Cornerstone Advisors announced that it has hired Michael Hughes as Chief Investment Officer.
Cornerstone Advisors Hires Kerry Kozlowski as Director of Business Development
Cornerstone Advisors announced that it has hired Kerry Kozlowski as Director of Business Development.
Cornerstone Advisors Delivers “Build Beyond” Support to Social Venture Partners 10th Anniversary Celebration
Cornerstone Advisors Reaches $2 Billion in Managed Assets
Milestone Reflects Firm’s Steady Growth, Provides Clients Access to Elite Investments |
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