Cornerstone portfolio and file sharing portals
Cornerstone portfolio and file sharing portals
Copyright © 2024 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
Proper state registration is mandatory prior to conducting business in any state.
Cornerstone Institutional Investors, LLC and/or its representatives are presently licensed to sell traditional life insurance in AZ, CA (Malcolm L. Cowen II California license #0E27499 & Brian D. Bobeck California license #0H10622), FL, MD, NC, NJ, NY, OH, PA, TX, WV, and VA. Insurance services are limited to residents of the above listed state. Residents of other states may inquire with us about being appointed in their state or otherwise should consult with a local agent for insurance services.
Variable life and annuity products, as well as other securities products, may be sold in AZ, CA, FL, MD, NC, NJ, NY, OH, PA, TX, WV, and VA. Residents of other states may inquire with us about being appointed in their state or otherwise should consult with a local registered representative for securities products.
The principal place of business and the state of domicile for Cornerstone Institutional Investors, LLC is:
74 West Broad Street, Suite 340
Bethlehem, PA 18018
Phone: 610-694-0900
Inclusion in rankings and surveys does not imply anything about a particular client’s experience or investment results with Cornerstone Advisors Asset Management, LLC.
1. The Pensions & Investments 11th annual Best Places to Work in Money Management list recognized 121 firms for excellence in 2022. To participate, companies had to have at least 20 employees in the U.S., at least $100 million of discretionary, institutional assets under management or advisement and be in business for at least one year. The list contains all firms that met Best Companies’ high threshold for inclusion and were ranked against others of similar size. For the complete list see https://www.pionline.com/best-places-to-work/2022/winners.
2. The 2023 Barron’s Top Institutional Consulting Teams list includes many of the nation’s top wealth management teams specialize in investing for large organizations- pension plans, university endowments, charitable foundations, and the like. These teams also serve individual investors, many of whom want institutional-style oversight of their investments. For more information, please see https://www.barrons.com/advisor/report/top-financial-advisors/institutional?page=1&.
3. The 2021 Barron’s Top Independent Financial Advisors list was based on a range of criteria. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. For more information, please see https://www.barrons.com/advisor/report/top-financial-advisors/independent?mod=faranking_subnav.
4. The 2022 NAPA Top DC Advisor Teams list is ranked by self-reported DC assets under advisement. Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business. To be considered firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate. For more information, please visit https://www.napa-net.org/top-dc-advisor-teams-2022.