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Thomas Garratt Builder

Cornerstone Investment Partners, LLC

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About Thomas Garratt Builder

Thomas Garratt Builder is an Investment Advisor Representative at Cornerstone Investment Partners, LLC. Thomas has been in the industry since 2000. He specializes in providing investment advisory services to corporations and individuals. Thomas is registered in Georgia and holds the Series 65 and Series 7 licenses. Prior to joining Cornerstone Investment Partners, LLC, Thomas worked at INVESCO SERVICES, INC. He is also a Registered Investment Advisor with the State of Georgia.

Firm Information

Thomas Builder 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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Thomas Builder’s Registration & Firm History

GA

06/24/2015 - Present

Cornerstone Investment Partners, LLC (ATLANTA GA)

GA

10/17/2000 - 05/21/2002

INVESCO SERVICES, INC. (ATLANTA GA)

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Licenses & Designations

IA

Issued 06/09/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/16/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Garratt Builder.
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