Cornerstone Portfolio Research is an independent investment research and portfolio management firm based in Chester Springs, Pennsylvania. Drawing on 70+ years of combined experience in the financial services industry, we help advisors outsource their investment management/research and create quality portfolios for their clients.
When we started Cornerstone, we realized there was a pressing need for smaller advisory firms that need help scaling their practices. Outsourced CIO services, when done right, can be a huge catalyst that dramatically improves efficiencies. We opted to develop our services so they can be truly turnkey for firm owners with minimal impact on your practice.
We use a personalized approach to portfolio research, so you can be assured that your clients are getting recommendations that closely align with your firm’s unique investment philosophy. We collaborate with you and make communication a top priority.
Our approach is very distinct from other outsourced CIO services:
- You and your team don’t have to change workflows or systems as we will integrate seamlessly into your day-to-day operations, leveraging your existing tools including your CRM, custodial software, client reporting, and portfolio management applications.
- We can join you for select client and prospect meetings, enhancing your ability to acquire new relationships and deepen existing ones.
- We’ve created a seamless, white-labeled investment research and management process. We use your branding so there is no confusion for clients.
- No need to change custodians, get new client paperwork, or majorly disrupt your clients’ current portfolios.
If you’re in the process of growing your firm or are ready to offload some or all of the investment research and portfolio management process, let’s talk.