# Cornerstone Portfolio Research

Cornerstone Portfolio Research is an Asset Manager based in Chester Springs.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Chester Springs
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** https://cornerstoneportfolioresearch.com
- **LinkedIn:** https://www.linkedin.com/company/cornerstoneportfolioresearch

## Regulatory record

- **CRD number:** 315130
- **SEC file number:** 801-121634
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315130

## About

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.

## People

- 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

## 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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- [Peacelink Financial Planning](https://altss.com/profile/peacelink-financial-planning)
- [McCann Investment Management](https://altss.com/profile/mccann-investment-management-llc)

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Last updated: 2026-08-11T15:06:27.647Z

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