SPECIAL ADVERTISING SECTION WEALTH MANAGERS
John Riley AIF ®, President , Chief Strategist
Independent Thinking
• Personalized investment management with all the financial services of a large firm
Clients at Cornerstone get the benefit of the old saying , “ Two heads are better than one .” John Riley and Michael Curtis both started in the business in 1986 at Dean Witter . Over the years , they developed distinctive yet complementary investment styles . Mike joined Cornerstone in 2008 and has been John ’ s collaborator ever since .
Everything is about the team for John Riley . He says , “ If I didn ’ t have Mike ’ s investment input and the best administrative staff in Providence , I would not have won this award .” He especially believes the clients are part of the team .“ If it wasn ’ t for their trust and confidence , spurring us on to greater heights and achieving more for them , I would not have won this award .”
John is old school . He even had a Research Analyst Registration ( series 86 / 87 ) for about 17 years . He believes in principles . They guide his research , his money management and notably his client services . “ Certain principles don ’ t go out of style ,” Riley says . Research and money management , valuation , cycles , fundamentals and a top-down approach are principles he relies on . Cornerstone ’ s clients can rely on integrity , honesty and a vision that doesn ’ t waver with the news of the day .
Principles and a team approach add up to an award-winning combination for John Riley and Cornerstone .
7
YEAR WINNER
Seven-year winner John Riley , AIF ®, President , Chief Strategist Michael Curtis
245 Waterman Street , Suite 301 Providence , RI 02906 Phone : 401-453-5550 • Phone : 972-563-8990 jr @ cornerstoneri . com www . cornerstoneri . com / john-j---riley , -aif . e902450 . htm
Five Star Professional is responsible for the award and John Riley did not make any solicitation payments in order to be nominated or to qualify for nomination of the award . Research was conducted for the award in 2023 . John Riley is a 2024 winner featured in Rhode Island Monthly . Five Star Professional assists consumers by conducting market research to define and promote professional excellence in various professions .
FIVE STAR WEALTH MANAGER AWARD WINNER
completed questionnaire was used for rating . This rating is not related to the quality of the investment advice and based solely on the disclosed criteria . 703 Rhode Island-area YEAR : # Considered , # Winners , % of candidates , Issued Date , Research Period . 2023 : 637 , 136 , 21 %, 12 / 1 / 21 , 3 / 29 / 21 - 10 / 1 / 21 ; 2022 : 648 , 130 , 20 %, 12 / 1 / 21 , 3 / 29 / 21 545 , 131 , 24 %, 11 / 1 / 18 , 3 / 16 / 18 - 10 / 4 / 18 ; 2017 : 476 , 189 , 40 %, 11 / 1 / 16 , 0316 / 16 - 11 / 1 / 16 ; 2016 : 495 , 173 , 35 %, 10 / 1 / 16 , 5 / 6 / 16 - 10 / 4 / 16 ; 2015 : 637 , 194 , 30 %, - 9 / 30 / 11 . Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers .
registered investment adviser representative ; 2 . Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years ; 3 . Favorable regulatory and complaint history review ( As defined by FSP , the wealth pending , dismissed or denied complaints with any regulatory authority or FSP ’ s consumer complaint process . Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints past 11 years ; E . Been terminated from a financial services firm within the past 11 years ; F . Been convicted of a felony ); 4 . Fulfilled their firm review based on internal standards ; 5 . Accepting new clients . Evaluation criteria – considered : 6 . One-year evaluate quality of services provided to clients . The award is not indicative of the wealth manager ’ s future performance . Wealth managers may or may not use discretion in their practice and therefore may not manage their clients ’ assets . The as to future investment success , nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future . Visit www . fivestarprofessional . com .
LEARN MORE AT FIVESTARPROFESSIONAL . COM — FS-5