Setting the Benchmark in Wealth Management.
Cornerstone Investment Services is an internationally respected leader in financial advisory and asset management, guiding individuals, families, and institutions with precision and purpose.
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Modern Perspectives. Timeless Financial Confidence.
In an industry where evading fiduciary duty is common, Cornerstone chooses a higher standard. Our model strips away commissions and hidden incentives, ensuring your goals—not ours—come first.
Take Control of Your Financial Future.
It's what drives us to find a clear, understandable, and precise answer to all of our clients' questions. Comfort, clarity, and personalization is built into all of our client relationships.
Your Questions,
Answered with Clarity
What is the difference between your firm and a traditional investment firm?
What is the difference between your firm and a traditional investment firm?
Cornerstone is a Registered Investment Advisor (RIA):
Fiduciary Duty: As an RIA, we are legally obligated to act in your best interests at all times.
Transparent Fees: Our fee structure is transparent, with no hidden commissions or fees.
Comprehensive Financial Planning: We provide holistic financial planning and investment advice tailored to your individual needs.
Traditional Broker-Dealer:
Suitability Standard: Broker-dealers are held to a "suitability" standard, meaning they must recommend investments that are suitable based on your financial situation and objectives, but not necessarily in your best interest.
Commission-Based: They often earn commissions on the products they sell, which can create potential conflicts of interest.
Product-Focused: Broker-dealers may focus more on selling specific investment products, such as mutual funds, stocks, and bonds, in order to generate commissions (much like a car salesman). They typically do not provide tax, legal, or holistic advice.
What is your minimum account size?
What is your minimum account size?
Our minimum is $500,000 to recieve comprehensive wealth management services. This amount may be in multiple accounts.
Can I access my account online?
Can I access my account online?
Yes, we offer secure online access to your investment accounts through our custodial partners. You can easily view your portfolio, track performance, and manage your investments from the comfort of your own home.
Who regulates Cornerstone Investment Services?
Who regulates Cornerstone Investment Services?
As a Registered Investment Advisor (RIA), we are regulated by the Securities and Exchange Commission (SEC), state securities regulators such as the Florida Office of Financial Regulation (FLOFR), and must adhere to strict regulatory standards to protect your investments.
How do you determine the best investment strategy for me?
How do you determine the best investment strategy for me?
We take a personalized approach to investment planning. We begin by understanding your financial goals, risk tolerance, time horizon, and personal circumstances. Then, we create a customized investment strategy designed to help you achieve your objectives.
Have another question? Contact Us
Connect With Us
info@cornerstoneinvestmentservices.com
(904)537-7889
Find Cornerstone Investment Services on social media.
How to Get Started:
We Make It Quick & Easy
Schedule a quick and free consultation via phone call, email, or through our Contact page
Complete the 3 to 4 minute ‘Goals & Risk Tolerance Questionnaire’ located on our website
Electronically sign our advisory agreement and relevant forms
Create an account at one of our independent custodians and electronically transfer your investments and/or deposit funds
We will handle it from here!
Proud to be featured in Forbes as a leader in client-first financial guidance.
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