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Cornerstone Investment Services
CORNERSTONE INVESTMENT SERVICES is an SEC-registered investment adviser in PROVIDENCE, RI. The firm manages approximately $63 million in regulatory assets.
Cornerstone Investment Services
CORNERSTONE INVESTMENT SERVICES is an SEC-registered investment adviser in PROVIDENCE, RI. The firm manages approximately $63 million in regulatory assets. It has 3 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Year founded
1998
Location
Region
North America
Country
United States
City
Providence
Corporate office
Providence, RI, United States
Principals
Thomas E. Freeman
President
Sector focus
Frequently asked questions
Who founded Cornerstone Investment Services and what is its investment philosophy?
Thomas E. Freeman founded the firm in 1998 in Providence, Rhode Island. The firm operates on a fee-only fiduciary model, structuring portfolios around asset allocation and risk management rather than market timing or product-driven sales. It serves a mix of individual and institutional clients.
Is Cornerstone Investment Services a fiduciary?
Yes. Cornerstone is a registered investment advisor that operates under a fee-only fiduciary structure. This means the firm is legally obligated to place client interests ahead of its own and does not accept commissions or third-party payments that could create conflicts of interest.
How does Cornerstone safeguard client assets?
Client assets are custodied at an independent third-party custodian, separating investment discretion from the physical custody of funds. This architecture provides a structural check by ensuring that the advisor cannot directly access client assets.
What geographic markets does Cornerstone serve?
The firm's client base is concentrated in Rhode Island and southeastern Massachusetts, reflecting its Providence headquarters and the professional networks built by its team over more than two decades in Southern New England.
What types of clients does Cornerstone Investment Services work with?
Cornerstone serves a mix of individual investors, including retirees and high-net-worth families, as well as small institutional accounts. Its services bundle portfolio management with broader financial planning such as retirement income strategies and estate planning coordination.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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