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 09/30/20. The fund's latest filing disclosed 936MM in positions, representing 28% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/06 to 09/30/20. The fund's latest filing disclosed 936MM in positions, representing 28% of the manager's regulatory AUM.
CORNERSTONE ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CORNERSTONE ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
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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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...
Get the Full Report
CORNERSTONE ADVISORS Portfolio Concentration
CORNERSTONE ADVISORS Location
225 - 108TH AVENUE NE
SUITE 400
BELLEVUE, Washington
UNITED STATES, 98004-5782
SUITE 400
BELLEVUE, Washington
UNITED STATES, 98004-5782
CORNERSTONE ADVISORS Contact Information
Phone Number: 425-646-7600
Fax Number: 425-646-7601
Website: http://www.buildbeyond.com
Fax Number: 425-646-7601
Website: http://www.buildbeyond.com
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