Cornerstone Select Advisors is a registered investment advisor based in St. Louis, Missouri, offering discretionary portfolio management services. Founded in 2007, the firm builds customized portfolios for individuals, high-net-worth clients, corporations, and other entities. Cornerstone Select Advisors employs a top-down investment strategy that combines value-based metrics—such as cash flow and economic value analysis—with a technical trading overlay to identify entry and exit points. The firm monitors portfolios in real time and adjusts asset allocations based on market conditions and each client's specific risk tolerance and objectives. In addition to investment management, certain professionals at Cornerstone Select Advisors are licensed insurance agents and may recommend insurance products, creating a potential conflict of interest due to commission-based compensation.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and will not exceed a maximum percentage of 1.5%. Account minimum is generally $250,000.