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We’re Always In Your Corner

We’re Always In Your Corner

INSTITUTIONAL CONSULTING

INDIVIDUAL ADVICE

INSTITUTIONAL CONSULTING

INDIVIDUAL ADVICE

WHY CORNERSTONE?

Cornerstone is one of the nation’s leading independent investment consulting firms. We are committed to building and preserving the assets of institutions and wealthy families, now and into the future.

MANAGING $8.3B

IN ASSETS AS OF 12/31/2024

MAINTAINING 97%

CLIENT RETENTION

OVER 30 YEARS

OF EXPERIENCE

WHY CORNERSTONE?

Cornerstone is one of the nation’s leading independent investment consulting firms. We are committed to building and preserving the assets of institutions and wealthy families, now and into the future.

MANAGING $8.3B

IN ASSETS AS OF 12/31/2024

MAINTAINING 97%

CLIENT RETENTION

OVER 30 YEARS

OF EXPERIENCE

National Recognition

Inclusion in rankings and surveys does not imply anything about a particular client’s experience or investment results with Cornerstone Advisors Asset Management, LLC. Please click here for ranking and survey descriptions.

NEED SOMEONE IN YOUR CORNER?

WE HAVE A LOT TO SAY!

Copyright © 2025 Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, LLC.

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services are offered through Cornerstone Advisors Asset Management, LLC. Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, LLC are independently owned and operated. Cornerstone Institutional Investors, LLC is a member of M Financial Group. Please go to mfin.com/Disclosure for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA’s BrokerCheck

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CA Insurance License #0K11552

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. 6002666.1

CONNECT WITH US

WE’RE ALWAYS IN YOUR CORNER

74 West Broad Street, Suite 340
Bethlehem, PA 18018

(610) 694-0900

ADV PART 2

FORM CRS

PRIVACY STATEMENT

BUSINESS CONTINUITY PLAN

ADV PART 2

FORM CRS

PRIVACY STATEMENT

BUSINESS CONTINUITY PLAN

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