Cornerstone Advisors, LLC
Overview
Cornerstone Advisors, LLC is an SEC-registered investment management firm based in Topeka, Kansas, specializing in comprehensive wealth management services for individuals, high net worth individuals, corporations, and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and pension consulting, aiming to help clients build, manage, and preserve their wealth. Established in 2000, Cornerstone Advisors is committed to assisting clients in achieving their financial goals through tailored investment strategies. The firm's approach emphasizes a client-centric philosophy, providing proactive advice and transparent communication to navigate complex financial landscapes. With a team experienced in various financial disciplines, Cornerstone Advisors addresses the unique needs of its clients, delivering customized solutions across multiple asset classes and sectors. The firm's dedication to long-term relationships is evident in its ongoing support and education, empowering clients to make informed financial decisions.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Frequently asked questions about Cornerstone Advisors, LLC
What sectors does Cornerstone Advisors, LLC invest in?
Cornerstone Advisors, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Chesterfield, United States. Cornerstone Advisors, LLC is listed as a institutional investor in the ConnectSafely investor database.
What stage does Cornerstone Advisors, LLC invest at?
Cornerstone Advisors, LLC backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 1M - 50M.
Which regions does Cornerstone Advisors, LLC invest in?
Cornerstone Advisors, LLC invests across United States.
Who are the partners at Cornerstone Advisors, LLC?
Team members listed for Cornerstone Advisors, LLC include Megan Meyer (Director of Client Engagement).
What companies has Cornerstone Advisors, LLC invested in?
Cornerstone Advisors, LLC's portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Johnson & Johnson, ExxonMobil and Procter & Gamble.
How do I contact Cornerstone Advisors, LLC?
Cornerstone Advisors, LLC's contact details — including phone — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
