Cornerstone Investment Partners, LLC provides discretionary and non-discretionary portfolio management services. The firm primarily serves institutional clients, such as public and private retirement plans, endowments, and foundations, as well as clients of other investment professionals and registered investment companies. Cornerstone utilizes a disciplined investment approach focused on identifying security mispricing by analyzing company fundamentals and estimated fair values. The firm offers several equity investment strategies, including large capitalization, mid and small-smid capitalization, and diversified small capitalization portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Rates shown reflect the small cap schedule, which represents the highest general tier structure. Other strategies have different schedules (e.g., Large Cap starts at 0.60%). Fees are negotiable.