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Q. Where can I learn more about Cornerstone Advisors?
Q. How does Cornerstone differ from brokerage firms, trust companies, banks, and asset management firms?
Q. What is the profile of a “typical” Cornerstone client?
Q. If I choose to work with Cornerstone, how will my fee be determined?
Q. Does Cornerstone receive any other direct or indirect compensation for its work on my behalf?
Q. How do we begin working together?
Q. How does Cornerstone work with my current Advisors (attorneys, CPAs, and other professionals)?
Q. How will Cornerstone add value and impact my life?
Q. Can Cornerstone ensure discretion and confidentiality in managing my affairs?
Q. Where can I learn more about Cornerstone Advisors?
Come in, and meet us. This is the best way for you to become comfortable with our expertise, commitment and discretion. During a relaxed meeting, we will introduce you to several members of our team. We will use this opportunity to listen and learn more about your unique goals, needs and circumstances. We will also provide you with a comprehensive overview of our services and let you experience firsthand why many families and organizations have chosen Cornerstone as their trusted financial advisor.
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Q. How does Cornerstone differ from brokerage firms, trust companies, banks, and asset management firms?
A. Cornerstone has ensured that our financial interests are aligned with our clients. We are independently owned and operated. Therefore, we are not subject to outside influences regarding service, product or investment recommendations. Our sole source of revenue has always been from client fees. We do not accept any commissions, product placement fees or any other revenue from third parties.
Our Investment Management Services offering provides expert counsel across the entire capital market spectrum, rather than in a single asset class or investment style. For those with more complex needs, our Family Office Services offering provides the high–touch experience and resources you might expect to find in a private office serving an exceptionally wealthy family.
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Q. What is the profile of a “typical” Cornerstone client?
A. Together we can determine whether our services are a good fit for you. By design, our business model allows us to work with individuals, families and organizations across a broad wealth spectrum. Having the opportunity to meet you is the first step in establishing a mutually beneficial and, we hope, long–term relationship.
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Q. If I choose to work with Cornerstone, how will my fee be determined?
A. We will meet with you to understand your current financial situation, goals and objectives. Following a review of your financial situation, we will jointly determine the scope of services required and the assets for which we will assume management responsibility. The fee schedule and services retainer will be determined accordingly. If you require support beyond our Investment Management Services or Family Office Services offerings, we will determine a mutually agreeable additional fee.
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Q. Does Cornerstone receive any other direct or indirect compensation for its work on my behalf?
A. No. And, additionally, we negotiate and reduce service providers’ fees to help increase your investment returns and grow your wealth over time.
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Q. How do we begin working together?
A. Every client’s financial and life situation is unique. Accordingly, we will transition the management of your financial affairs to meet your specific needs and expectations. In order to serve you well, we first need an in–depth understanding of your concerns and circumstances. While working through this process, we will dedicate as much time as your situation requires while respecting your privacy and availability.
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Q. How does Cornerstone work with my current Advisors (attorneys, CPAs, and other professionals)?
A. You let us know how we can best work with your other advisors. Our goal is to build a strong relationship with your advisors in order to complement and enhance their work. In some cases, we may serve as your project manager to ensure that your advisors have timely and accurate information. In all cases, our job is to work together, provide context and obtain the benefit of their expertise. As your advisor, we will be in a position to anticipate issues and opportunities that can be referred to your tax advisor, lawyer or other service providers, for prompt consideration and resolution.
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Q. How will Cornerstone add value and impact my life?
A. We will provide you as much support as you require and will tailor our services to achieve your specific objectives. Together, we will build and implement a plan that achieves your financial and life goals.
We also add value in more complex and unseen ways. We advocate for you when seeking and engaging managers, custodians, trustees, lenders and other financial service providers. By finding superior managers and negotiating compensation and fees, we help you navigate the increasingly complex investment universe.
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Q. Can Cornerstone ensure discretion and confidentiality in managing my affairs?
A. Your trust is paramount — trust in our knowledge, trust that your goals will become our goals and, above all, trust that your personal matters will be kept confidential. For more information on how we protect our clients’ privacy and uphold their confidentiality agreements, we invite you to review a copy of our Privacy Policy.
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