General Info

Cobblestone Capital’s strength lies in the investment services that we provide, how we deliver those services and the individual practitioners at our firm. Our services and our people have always, and will continue to, set us apart. Cobblestone offers a wide breadth of services with portfolio management and investment consulting alone or married with our planning services. The planning team supports our institutional clients and the investment team as they navigate through the complicated tax world. We take a holistic approach to money management and help our clients better manage assets while considering any tax implications. How we deliver these services sets us apart in our industry. Cobblestone takes a very broad approach to asset allocation through a multi asset, multi style open architecture and global perspective. We strive to provide objective and exceptional investment advice through our asset based fee schedule. We receive no commissions for implementing client trades. We are agnostic concerning active and passive investments. We have structured our investment philosophy and platform to ensure that we deliver objective advice always in the best interest of our clients. Cobblestone has placed great effort in developing an account servicing model that provides clear, concise and consolidated reporting with actionable deliverables. We ensure that our clients receive reporting that offers transparency of fees and costs and comprehensible information all in the framework of providing customized advice and counsel. Investments in securities may result in both loss of principal and/or income.