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Home > Financial Services > Stock Brokers > Cornerstone Institutional Investors, Inc.
Cornerstone Institutional Investors, Inc.
Cornerstone Institutional Investors, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Cornerstone Advisors was founded almost 35 years ago for the purpose of helping entrepreneurs and families with exceptional wealth and find the unique way and complex issues encountered in making financial decisions regarding their assets. CII provides a client-centered institutional planning process to individuals with up to $5 million and organizations with up to $10 million in assets who have historically been sold financial products through retail distribution systems.
The majority of CII’s clients are the executives, employees and extended family members of their high net worth and institutional clients. Jack is Chairman of the Board of Cornerstone Financial Consultants, Inc., and a Director and General Securities Principal of Cornerstone Institutional Investors, Inc., and a Director of Cornerstone Advisors Asset Management, Inc. He has been an active member of AALU for more than 30 years and has served on numerous National committees. The focus of their technology strategy includes access, mobility and support, all with a Web-based design.
Cornerstone Advisors provides business development, succession and estate planning predominantly for privately-held businesses and their owners having a net worth in excess of $10 million. The firm assists in executing the efficient transfer of assets of business owners to future generations through the development and implementation of individually designed strategies based on client needs.
Insurance planning is utilized as a tool to fund business succession, estate tax, and/or charitable legacy liabilities anticipated after the development of these plans. Insurance planning is designed to determine the most efficient method of funding business succession, estate tax or charitable legacy liabilities. Cornerstone provides sophisticated, comprehensive investment consulting and asset management services for endowments, foundations, hospitals, corporate pension, profit sharing plans, 401k plans and wealthy individuals.
CII’s mission is to help clients clearly articulate their financial goals, centralize financial decision-making and represent them in the marketplace so they can buy intelligently. Their corporate mission is to grow, protect, and preserve their clients’ assets.
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