# Cornerstone Investment Services

Cornerstone Investment Services is an Asset Manager based in Providence, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Providence, United States
- **Region:** North America
- **Address:** Providence, RI, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** cornerstoneri.com
- **LinkedIn:** https://www.linkedin.com/company/john-riley-70108546

## Regulatory record

- **CRD number:** 129164
- **SEC file number:** 801-66355
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129164

## About

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.

## Sectors

- Wealth Management
- Retirement Planning
- Estate Planning

## People

- Thomas E. Freeman — President

## 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.

### 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.

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- [Osborne Global Investors](https://altss.com/profile/osborne-global-investors-inc)
- [Financial Foundations](https://altss.com/profile/financial-foundations-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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