Terms of Use


Cornerstone provides investment and financial management advice to our clients. One aspect of this advice is recommending particular suitable and appropriate investments. Our investment recommendations are part of a larger process that includes setting investment objectives and considering the client’s tax profile, liquidity needs, and other constraints that may apply.


Nothing on this site constitutes personalized investment advice for the user or is a substitute for developing an investment plan with a professional advisor. Some investments that Cornerstone recommends to its clients may not be suitable or appropriate for the user.


Any information on this site pertaining to our investment process or disciplines we follow is for general informational purposes only, and does not constitute an endorsement of a particular investment vehicle or approach for the user.


Nothing on this site should be construed as business, legal, tax, or other professional advice.


Cornerstone reserves all rights provided under applicable copyright and trademark laws for the content, images and trademarks on this site. If you would like to copy, redistribute or otherwise use any information or image from this site, you must first obtain written permission from Cornerstone Advisors.


The information on this site introduces the user to Cornerstone’s personnel, processes, and services offered. Although Cornerstone intends to keep this material up to date, we do not guarantee that the material is accurate, current or complete. We encourage you to contact us if you have any questions or concerns about any information on this site.


Financial market data, including quotes, charts, news and video clips are provided by various information suppliers that are independent of Cornerstone Advisors, Inc.



Mutual Funds

Click here to see Cornerstone Advisor’s mutual fund documents.


Regulatory Filings

Please click here to view Cornerstone’s regulatory filings with the SEC.