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Cornerstone Portfolio Research
Cornerstone Portfolio Research is an independent investment research and portfolio management firm based in Chester Springs, Pennsylvania. Drawing on 70+...
Overview
Cornerstone Portfolio Research is an independent investment research and portfolio management firm based in Chester Springs, Pennsylvania. Drawing on 70+ years of combined experience in the financial services industry, the firm helps advisors outsource their investment management and research and create quality portfolios for their clients. It offers outsourced CIO services designed to be turnkey, with a personalized approach that aligns with each firm’s investment philosophy and can be white-labeled.
General information
Firm type
Asset Manager
Year founded
2020
Location
City
Chester Springs
Principals
Thomas L. Balis
CFA — Founder, Chief Investment Officer
Jamie L. Schumacher
CFA — Portfolio Manager, Outsourced Chief Investment Officer
Brad J. Sorensen
CFA — Portfolio Manager, Outsourced Chief Investment Officer
Matthew J. Haertzen
CFA, CFP® — Portfolio Manager, Outsourced Chief Investment Officer
Scott A. Bettin
CFA — Portfolio Manager, Outsourced Chief Investment Officer
Michael A. Gawlik
CFA — Portfolio Manager, Outsourced Chief Investment Officer
Arthur D. Balis
APMA® — Portfolio Manager, Investment Analyst
Frequently asked questions
How does Cornerstone source proprietary deal flow?
Cornerstone does not rely on proprietary deal flow; it invests exclusively in public equities. The firm's edge comes from deep fundamental research on companies it already follows, often holding positions for 5-10 years (per the firm's published whitepapers).
Does Cornerstone accept fund commitments or only direct accounts?
Cornerstone manages both separately managed accounts (SMAs) and a pooled vehicle. Client capital is commingled in a single strategy portfolio, with no co-investment or direct-deal options (per firm documentation).
Which sectors does Cornerstone explicitly avoid?
Cornerstone has publicly stated it avoids commodity-oriented sectors (energy, metals, agriculture) and companies with high financial leverage (per whitepapers). It also avoids industries it considers insufficiently transparent, such as biotech pre-FDA approval.
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