Cornerstone Portfolio Research (CPR) offers investment consulting and investment management services to other investment advisors (Primary Advisers). CPR manages investments by allocating assets among mutual funds, exchange-traded funds (ETFs), and liquid alternative investments. CPR works with Primary Advisers to develop asset allocations and portfolio strategies that support the investment goals and risk tolerance of the Primary Adviser's clients.
Assets Under Management$1.8B
Clients6
Advisors4
Avg. per Client$310M
Avg. per Advisor$460M
Fee Structure
Investment management only (planning not offered)
CPR provides investment management services to other investment advisors for an annual fee based on the amount of assets under management. This fee varies between 0.10% and 0.20%, depending on the size and composition of the portfolios and the type and amount of consulting and support required.
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