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Scale your practice.

Investment research and portfolio management expertise that seamlessly integrates with your current processes and practice.
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Make growth a given.
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Investment support without the pain.

Outsourcing investment research &/or portfolio management shouldn’t be difficult (or obvious to your clients). Rather than ‘ripping off the band-aid’, we evaluate existing portfolio holdings and seek to build portfolios around key legacy positions. We offer a comprehensive range of services from investment research to full investment management services.

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What’s In It For You?

Here are some of the benefits our clients experience when they work with us.

We adapt to your established processes.

Sometimes outsourcing takes more time than just doing the work yourself, but not when you work with Cornerstone. You don’t have to change any of the aspects of your business that are currently working for you. We’ll work with you to understand your investment philosophy and then we gradually begin to transition into managing your client portfolios. No sudden changes to client accounts which means uninterrupted service. We also have the ability to white label and brand for your firm.

We’re custodial neutral.

No need to worry about changing custodians. We have the ability to work with any custodian, making the process seamless to your clients. We can also work within your existing portfolio management software and CRM.

Expand your reach in a growing market.

You don’t have to sacrifice time to grow your firm. Working with Cornerstone Portfolio Research allows you to spend your time filling your pipeline with qualified prospects while we handle the day to day portfolio management.

Create sustainable growth, avoid plateau.

When you spend less time trying to stay on top of everything, you actually have time to set new goals and excel in new areas. Because we operate as a 1099 contractor (and not a W-2 employee), you can put the money you save by working with us toward growing your business even more. Our fees are significantly lower than other outsourcing companies.

Be more responsive to client needs.

Spend your time on what matters - making sure your clients are taken care of. We’ll do the heavy lifting for you so you can grow your business while still investing time in your clients and addressing their needs.

The Cornerstone Blog

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At Cornerstone Portfolio Research, we are flexible and willing to dive right into your clients’ portfolios. Think of our service like building a house: you like what you have, you just need a little more room to grow. We help you build an extension onto the “house”, rather than bulldozing it just to start over.

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