CORNERSTONE ADVISORS Overview

Cornerstone Advisors Inc. is an investment advisor that manages 3.4 BN dollars in regulatory AUM and has 50 employees, of which 30 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/06 to 09/30/16. The fund's latest filing disclosed 119MM in positions, representing 4% of the manager's regulatory AUM.

CORNERSTONE ADVISORS StockAlpha

-2.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CORNERSTONE ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MINT 17.12% ETF 0.31% -0.03% 1 2%
BMS 11.93% Materials -3.75% -0.85% 0 9%
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FEATURED IN
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CORNERSTONE ADVISORS Founders and Key Employees

Name Title In Position Since
Robert F. Trenner Executive Chairman January-2011
Charles H. Hammond Shareholder March-2006
Bruce F. Duff Chief Operating Officer/Director/Secretary Treasurer October-2004
Susan E. Peterson Shareholder October-2005
Kenneth M. Hart Chief Executive Officer/Director/President January-2011
Daniel Kwon Shareholder June-2007
William Savoy Director March-2006
Michael G. Hughes Chief Investment Officer/Director/Vice President March-2009
Kristin H. Reed Chief Compliance Officer January-2010
David W. Drews Shareholder January-2011
Douglas P. Haack Chief Client Relationship Officer/Vice President September-2010
Anne Farrell Director April-2012
Leonard G. Collins Director April-2013

CORNERSTONE ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

CORNERSTONE ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our firm employs the following types of analysis to formulate client recommendations.

Asset Allocation: Rather than focusing primarily on securities selection, we attempt to identify an appropriate ratio of equity securities, fixed income, alternative assets and cash suitable to the client’s investment goals and risk tolerance.

A risk of asset allocation is that the client may not participate in sharp increases in a particular security, industry or market sector. Another risk is that the ratio of holdings will change over time due to market movements and, if not corrected, will no longer be appropriate for the client’s goals.

Mutual Fund and/or ETF Analysis: We look at the experience and track record of the manager of the mutual fund or ETF in an attempt to determine if that manager has demonstrated a persistent ability to invest successfully over a period of time and in different econ...
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CORNERSTONE ADVISORS Portfolio Concentration

CORNERSTONE ADVISORS Location

225 - 108TH AVENUE NE
SUITE 400
BELLEVUE, Washington
UNITED STATES, 98004-5782

CORNERSTONE ADVISORS Contact Information

Phone Number: 425-646-7600
Fax Number: 425-646-7601
Website:

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