Overview

I run a primarily fee-based practice in Cleveland, OH called Cornerstone Asset Management Services, Inc. with clients spread across the Midwest. Our firm focuses on tactically managed portfolios and equity-income portfolios. I am currently seeking to merge or buy practices from advisors looking to exit the business, attract advisors looking for a tactically-oriented RIA, or to assist with advisors looking for succession plans.

Cornerstone provides institutional-level asset management and financial planning tailored to every client. Our passion for investing and markets with ongoing, personal attention to client's plans and strategies create lasting relationships.

We pride ourselves as being an independent, research-oriented investment manager in Northeast Ohio with advisers who choose to work with us and maintain the highest integrity and honesty in serving their clients.


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within 6 months

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