The Cornerstone Difference

Cornerstone Investment Services, LLC was founded in 1999 to give investors the best of both worlds, the personal attention of a private money manager and security of being with a large financial institution.

Personal Attention
While all clients follow the Cornerstone Model Portfolio, each portfolio is tailored to the individual’s needs. Investors have their own financial advisor and are also in touch with the money manager through regular market updates and Commentaries via email.

After having been associated with two Wall Street firms since 1985, the Chief Portfolio Strategist, John Riley, has gained a wealth of knowledge, insights, and experience. But it was the freedom to manage money in the client’s best interest that lead to the creation of Cornerstone Investment Services.

Depth of Experience
There is over 150 years of total experience among those who work at Cornerstone. Employees have an average length of experience in the the financial services industry of almost 18 years.

Breadth of Services
While money management is our focus, we also offer a variety of financial plans, retirement plans and estate plans. We are also involved in custom pension design, Taft Hartley pensions and college planning.

Financial Plans
Cornerstone offers a variety of financial plans and asset analysis reports. Each is tailored to the individual. Cornerstone has developed the Risk/Reward Asset Allocation Report, an exclusive product that gives investors a realistic view of their unique potential risks and rewards.

Freedom, Independence & Objectivity
There is no pre-set buy list or an investment policy committee that needs to approve buys and sells. Investment decisions can be made and acted upon immediately when there is an opportunity or a change in the market. Cantella & Co. makes no markets in either stocks or bonds, so we are not tied to the inventory of a single broker/dealer.

Research
Cornerstone is unique among money managers in that we have our own research analyst on staff. John Riley, besides being the Chief Portfolio Strategist, is also a Registered Research Analyst. Cornerstone does not have to depend on outside research for their strategies.

We do however utilize the services of many premier research sources from providers as diverse as institutional firms like MarketEdge, Lehman Brothers and Argus to data sources Econoday, Vestigo Associates, Decision Economics, and Morningstar, to summary sources such as Zacks and Jagnotes, among others. We don’t have to rely on just one provider for information.

Added Security
Cornerstone utilizes the services of Cantella & Co, a Boston Broker/Dealer, for its back office operations. Cantella & Co. has been serving the brokerage community in this capacity for the past 54 years. Cornerstone primarily uses National Financial Services, LLC ® (NFS) as its clearing and depository firm. Securities in accounts carried by National Financial Services LLC, a division of Fidelity Investments company, are protected by the Securities Investor Protection Corporation (SIPC) up to $500,000 (including cash claims limited to $100,000). For details, please see www.sipc.org. NFS has arranged for additional insurance protection for cash and securities to supplement its SIPC coverage. This additional protection covers total account net equity in excess of the $500,000/$100,000 coverage provided by the SIPC. Neither coverage protects against a decline in the market value of securities.

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