The CIS Difference:
The foundation of Cornerstone lies in the history of her founder, John Riley. As a new broker working for Dean Witter Reynolds in the mid 80’s, John realized the value of conservative investment strategies when he saw investors and brokers, who were not prepared, get surprised by the devastating Crash of 1987. Seeing these events unfold first-hand lead John to focus on conserv
ative and disciplined strategies to grow his clients’ assets. Research:
Cornerstone is unique among money managers in that we have our own research analyst on staff. John Riley, besides being the Chief Portfolio Strategist, is also a Registered Research Analyst. Cornerstone does not have to depend on outside research for their strategies. We do however utilize the services of many premier research sources from providers as diverse as institutional firms like MarketEdge, Lehman Brothers and Argus to data sources Econoday, Vestigo Associates, Decision Economics, and Morningstar, to summary sources such as Zacks and Jagnotes, among others. We don’t have to rely on just one provider for information.
©2014 Cornerstone Investment Services, LLC, All rights reserved. Securities offered through Cantella & Company, Inc., Member, FINRA, SIPC. Fee based money management and Financial Planning offered by Cornerstone Investment Services, LLC's RIA. Accounts carried by National Financial Services LLC, Member NYSE/SIPC and Pershing LLC, a BNY Securities Group Co., and subsidiary of the Bank of New York Company, Inc. ( www.cornerstoneri.com/disclosures.html )
Past performance is no guarantee of future results.
