Cornerstone Investment Associates offers an alternative approach to some of the traditional Wall Street options available to investors.

Today, there are more choices available to investors than ever before. But there are flaws inherent in this system, with many firms selling proprietary products and providing research influenced by these firms' business goals. These firms have their own self-interest at heart. We think someone should have yours.

Here's what we think is the right way to do business:

  • Care for our clients in the way we'd want for ourselves. We strive to provide an unparalleled level of service with client satisfaction being our primary objective.
  • Know our clients and their goals. We understand that investing is more than just a numbers game. There's emotion involved as well. People assign different values to money and approach investing for many reasons. The so-called best investments aren't necessarily the best for everyone. 
  • Treat clients like people, not like portfolio balances. We are good listeners and offer perspective that can help keep you on an even keel through the market's ups and downs.
  • Empower clients to feel confident about their decisions. 
  • Align our goals with our clients' goals through transparency and appropriate investment selections.