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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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Complimentary eBook: 12 Reasons to Outsource Your Portfolio Management

  • How to unlock opportunities for growth
  • Learn how to retain more fees through outsourcing
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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

Build Client Confidence by Utilizing an Outsourced CIO

Build Client Confidence by Utilizing an Outsourced CIO

Half the work of a financial services firm is building and then retaining client confidence. Achieving this requires a consistent experience from the very first contact you make. As a result, this article offers some […]
Can an OCIO Help Stabilize Broker-Dealers’ Retention?

Can an OCIO Help Stabilize Broker-Dealers’ Retention?

The investment management industry is seldom static; it is almost ever-changing. With the advent of robo-advisors and alternative investment options, it is becoming more difficult for independent broker-dealers to attract and retain clients, especially amid […]
Could an Outsourced CIO Help You Become an Independent RIA?

Could an Outsourced CIO Help You Become an Independent RIA?

If you are thinking about becoming a Registered Investment Advisor, but you do not have the in-house resources to make it happen, it may be time to consider an OCIO model. An OCIO is essentially […]

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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