Advisor Details

Personal Bio

Nick is an owner and the CIO/Portfolio Manager of Cornerstone Asset Management Services, Inc. Since founding Cornerstone in 2005, Nick has focused on managing the firm's tactically-focused Separately Managed Accounts (SMA's). His hands-on and active approach to investment management is a breath of fresh air in an industry dominated by cookie-cutter investment choices and set-it-and-forget-it management. Nick and his wife, Leah, live with their 3 children in Broadview Heights. His children are active in the Brecksville-Broadview Hts School District. In his free-time, Nick enjoys fishing (follow him on Instagram @bignick_fishing) and golfing.

Firm Name

Cornerstone Asset Management Services, Inc.

Firm Bio

Cornerstone is a family-owned business providing institutional-level asset management and financial planning tailored to every client. Our passion for investing and markets with ongoing, personal attention to client's plans and strategies create lasting relationships. We pride ourselves as being an independent, research-oriented investment manager in Northeast Ohio with advisers who choose to work with us and maintain the highest integrity and honesty in serving their clients.

Firm SEC/CRD #

137712

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