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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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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.
Investment News "Top 50 RIA Giants" in Nation
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.
Investment News "Top 50 RIA Giants" in Nation - List
List of top fee-only firms ranked nationally by discretionary assets under management for 2010
Forbes - Cornerstone Advisors Among "Top 50 Fee-Only Advisors" in Nation
Cornerstone Advisors Inc., a wealth and life building firm with more than $2 billion in assets under management, ranks number 20 among the Top 50 Fee-Only Advisors in the nation according to a new list published by Forbes.com.
Forbes Top 50 Fee Only Advisors - List
List of top fee-only firms ranked nationally by discretionary assets under management
Investment News - Cornerstone Advisors Among "Top 50 RIA Giants" in Nation
Cornerstone Advisors Inc., a wealth and life building firm with more than $2 billion in assets under management, ranks number 20 among 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 Among "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.
Washington CEO - Cornerstone Advisors Among Top Wealth Management Firms in Washington State
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.
Seattle Magazine 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.
KCTS 9 - About The Money Bulls and Bears Interview with Sue Peterson, Managing Director
Sue Peterson, Managing Director at Cornerstone Advisors, offers key insight and advice on women and investing.
KCTS 9 - Bulls and Bears Roundtable With Ken Hart, Managing Director
Ken Hart and Art Nunes join Bill Smead on About The Money in a look ahead to the economic prospects for 2009 and smart strategies for investors.
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.
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 - 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.
KCTS 9 - About The Money Interview With Ken Hart, Managing Director
Ken Hart, Managing Director at Cornerstone Advisors, examines the impact of new wealth in our region, how families are reacting to the current shifts in the stock market, as well as how important it is to have the Cornerstone Advisors advantage – that is, a portfolio structure designed for all economic environments.
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.
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.
Seattle Magazine - Cornerstone Advisors Recognized as 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.
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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The Board of Directors of Cornerstone Advisors Selects Kenneth Hart, CFA to Serve as President
The Board of Directors of Cornerstone Advisors is pleased to announce that it has selected Ken Hart to serve as President effective January 1, 2010. Robert F. Trenner will continue in his role as CEO and Chairman of the Board.
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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