has been chosen by
as one of the
Ten Most Dependable Wealth Managers of the NorthEast
years in a row!
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.
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
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.
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
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.
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
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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