CRD: 113635
Cornerstone Asset Management, Inc.
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- Custodian
- Charles Schwab & Company · John Hancock · SEI
- Clients
- Retail
- Platforms
- Summit
- Established Date
- 08-10-2001
- Office Locations
- 1
Office Locations
About Cornerstone Asset Management, Inc.
Cornerstone Asset Management, Inc. is an independent RIA in Naperville, IL serving individual households, business owners, and corporate/trustee-directed retirement plans. The firm provides goals-based portfolio management plus retirement planning, risk management, and estate preservation. Portfolios are primarily ETF-based with fixed income and cash exposure, and the team works across multiple investment and insurance providers, with Charles Schwab among key custodians.
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Owner & Executives
JOHN-MARC BERTHOUD
Chief Compliance Officer, Founder, Managing Partner, President
- CRD
- #3090606
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $20,000,000 | -- |
| Total | $20,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $939,403,226 | 12.4% |
| Cash | $1,106,071,541 | 14.6% |
| Corporate - Investment Grade | $3,719,733,743 | 49.1% |
| U.S. Government/Agency | $1,810,623,961 | 23.9% |
| Total | $7,575,832,471 | 100.0% |