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Matthew Brendon Ritz

Cornerstone Investment Partners, LLC

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About Matthew Brendon Ritz

Matthew Brendon Ritz is an investment advisor representative registered with Cornerstone Investment Partners, LLC in Georgia. Matthew has been with the firm since July 2015. Previously, he worked at the University of Pennsylvania in Philadelphia, Pennsylvania. Matthew is a Chartered Financial Analyst. The firm provides services to insurance companies, charitable organizations, high-net-worth individuals, other investment advisers, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities.

Firm Information

Matthew Ritz is currently registered with Cornerstone Investment Partners, LLC. Cornerstone Investment Partners, LLC is an investment advisor based in Atlanta, GA, managing over $1.89 billion in assets for individuals, families, businesses, charitable organizations, and other investment advisors. The firm provides portfolio management for individuals, families, businesses, and pooled investment vehicles. They also offer model portfolio services.
Cornerstone Investment Partners, LLC

PHIPPS TOWER, 3438 PEACHTREE RD. NE.

ATLANTA, GA 30326

$1.90B

Assets Under Management

7

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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model portfolio provider

Model portfolio provider

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Model provider fees (uma platforms)

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Matthew Ritz’s Registration & Firm History

GA

12/05/2019 - Present

Cornerstone Investment Partners, LLC (ATLANTA GA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Brendon Ritz.
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