Unclaimed
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Model portfolio provider
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.
A percentage of the total value of assets under management is charged.
Model provider fees (uma platforms)
1
2
GA
12/05/2019 - Present
Cornerstone Investment Partners, LLC (ATLANTA GA)
Active
Inactive
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