Cornerstone Advisors Asset Management, LLC
Cornerstone Advisors Asset Management, LLC is a registered investment adviser headquartered in Bethlehem, Pennsylvania. Founded in 1998, the firm is 100% employee-owned via its Employee Stock Ownership Plan (ESOP) and serves institutional clients such as pension plans, foundations, endowments, corporations, public funds, as well as high net worth and individual investors. With 33 employees as of early 2025, Cornerstone manages over $8.3 billion in client assets and is recognized for its high client retention rate and over 30 years of experience in investment consulting.
Investment Strategy
Cornerstone provides comprehensive investment advisory services tailored to the needs of both institutional and individual clients. Their approach emphasizes building and preserving financial assets over time through customized investment consulting, strategic asset allocation, and ongoing portfolio monitoring. The firm serves entities including defined benefit/contribution plans, foundations, endowments, and wealthy families by creating personalized investment roadmaps, focusing on long-term financial stability, risk management, and consistent performance. They maintain a client-centric philosophy with a strong emphasis on fiduciary duty, transparency, and continuous education.
Top Holdings
Equity Positions (113)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 13.44% | $69.8M | 2,855,136 | $19.81 | $24.44 | +$11.7M |
S SPAB | SPDR SERIES TRUST | 7.24% | $37.6M | 1,469,560 | $25.78 | $25.60 | +$4.5M |
V VEU | VANGUARD INTL EQUITY INDEX F | 7.15% | $37.1M | 552,570 | $58.18 | $67.22 | +$6.3M |
H HTRB | HARTFORD FDS EXCHANGE TRADED | 6.37% | $33.1M | 976,942 | $34.22 | $33.87 | +$3.1M |
I IVV | ISHARES TR | 5.88% | $30.5M | 49,146 | $462.74 | $620.90 | +$2.9M |