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Investment research and portfolio management expertise that seamlessly integrates with your current processes and practice.
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Make growth a given.
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Investment support without the pain.

Outsourcing investment research &/or portfolio management shouldn’t be difficult (or obvious to your clients). Rather than ‘ripping off the band-aid’, we evaluate existing portfolio holdings and seek to build portfolios around key legacy positions. We offer a comprehensive range of services from investment research to full investment management services.

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Interested in Beating the Odds?

Read our Complimentary eBook: 10 Ways An OCIO Can Help Your RIA Flourish In Down Markets

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What’s In It For You?

Here are some of the benefits our clients experience when they work with us.

Be more responsive to client needs.

Spend your time on what matters - making sure your clients are taken care of. We’ll do the heavy lifting for you so you can grow your business while still investing time in your clients and addressing their needs.

FREE UP TIME TO PROVIDE MORE FINANCIAL PLANNING.

Wealth management clients are expecting more and more for the fees they pay. By allowing us to do the heavy lifting on portfolio management, you can invest more time building financial plans for clients and deepening your relationship with them.

Expand your reach in a growing market.

You don’t have to sacrifice time to grow your firm. Working with Cornerstone Portfolio Research allows you to spend your time filling your pipeline with qualified prospects while we handle the day to day portfolio management.

We adapt to your established processes.

Sometimes outsourcing takes more time than just doing the work yourself, but not when you work with Cornerstone. You don’t have to change any of the aspects of your business that are currently working for you. We’ll work with you to understand your investment philosophy and then we gradually begin to transition into managing your client portfolios. No sudden changes to client accounts which means uninterrupted service. We also have the ability to white label and brand for your firm.

Create sustainable growth, avoid plateau.

When you spend less time trying to stay on top of everything, you actually have time to set new goals and excel in new areas. Because we operate as a 1099 contractor (and not a W-2 employee), you can put the money you save by working with us toward growing your business even more. Our fees are significantly lower than other outsourcing companies.

Be more responsive to client needs.

Spend your time on what matters - making sure your clients are taken care of. We’ll do the heavy lifting for you so you can grow your business while still investing time in your clients and addressing their needs.

FREE UP TIME TO PROVIDE MORE FINANCIAL PLANNING.

Wealth management clients are expecting more and more for the fees they pay. By allowing us to do the heavy lifting on portfolio management, you can invest more time building financial plans for clients and deepening your relationship with them.

Expand your reach in a growing market.

You don’t have to sacrifice time to grow your firm. Working with Cornerstone Portfolio Research allows you to spend your time filling your pipeline with qualified prospects while we handle the day to day portfolio management.

We adapt to your established processes.

Sometimes outsourcing takes more time than just doing the work yourself, but not when you work with Cornerstone. You don’t have to change any of the aspects of your business that are currently working for you. We’ll work with you to understand your investment philosophy and then we gradually begin to transition into managing your client portfolios. No sudden changes to client accounts which means uninterrupted service. We also have the ability to white label and brand for your firm.

Create sustainable growth, avoid plateau.

When you spend less time trying to stay on top of everything, you actually have time to set new goals and excel in new areas. Because we operate as a 1099 contractor (and not a W-2 employee), you can put the money you save by working with us toward growing your business even more. Our fees are significantly lower than other outsourcing companies.

The Cornerstone Blog

How Outsourcing Your CIO Can Drive Investment Performance and Reduce Operational Risk

How Outsourcing Your CIO Can Drive Investment Performance and Reduce Operational Risk

The challenge of maintaining in-house investment management is growing. Increased client expectations, complex markets, and evolving regulations demand constant attention, making balancing portfolio oversight with business growth difficult. While some RIA firms believe handling investment […]
Top 5 Mistakes RIAs Make When Considering an Outsourced CIO and How To Avoid Them

Top 5 Mistakes RIAs Make When Considering an Outsourced CIO and How To Avoid Them

The role of an Outsourced Chief Investment Officer (OCIO) has become a vital solution for RIAs and IARs looking to scale efficiently. By outsourcing investment management, advisory firms gain access to institutional-grade portfolio management solutions, […]
The Hidden Costs of In-House Investment Management for RIAs in 2025

The Hidden Costs of In-House Investment Management for RIAs in 2025

In 2025, increasing compliance demands, higher client expectations, and fast-paced technological advancements are making in-house investment management more demanding. While some firms believe keeping control over portfolios allows for greater customization, the reality is that […]

At Cornerstone Portfolio Research, we are flexible and willing to dive right into your clients’ portfolios. Think of our service like building a house: you like what you have, you just need a little more room to grow. We help you build an extension onto the “house”, rather than bulldozing it just to start over.

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