Chris Lakatosh

Principal & Senior Consultant at Cornerstone Institutional Investors, Inc. - Bethlehem, PA, US

Chris Lakatosh's Contact Details
HQ
610-694-0900
Location
Company
Cornerstone Institutional Investors, Inc.
Chris Lakatosh's Company Details
Cornerstone Institutional Investors, Inc. logo, Cornerstone Institutional Investors, Inc. contact details

Cornerstone Institutional Investors, Inc.

Bethlehem, PA, US • 50 - 99 Employees
Financial Services

Cornerstone is a Registered Investment Adviser with the SEC that specializes in consulting to successful institutions and wealthy families. Financial advising is like a road map. It defines where you are, where you've been and where you would like to be. Cornerstone is that detailed map that helps you navigate to your desired financial destination. Without bias or outside influence, Cornerstone is committed to doing what is right for you in relation to your assets, as a true fiduciary should. In everything we do, Cornerstone is guided by a set of core principles. Our commitment to these principles is reflected in our client-first approach to business. Our obligation of undivided loyalty is born from these principles and makes us a true fiduciary.Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services are offered through Cornerstone Advisors Asset Management, LLC.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional.The testimonials/recommendations used do not pertain to the provision of investment advisory services, may not be representative of the experiences of other clients, and are not indicative of future performance or success.

Investment Consulting Executive Risk Management Retirement Plan Consulting Planned Giving Retirement Consulting Wealth Management Charitable Planning Financial Planning Insurance / Risk Planning ESOP Family Office Financial Services Financial Advisory Services
Details about Cornerstone Institutional Investors, Inc.
Frequently Asked Questions about Chris Lakatosh
Chris Lakatosh currently works for Cornerstone Advisors Asset Management, LLC.
Chris Lakatosh's role at Cornerstone Advisors Asset Management, LLC is Principal & Senior Consultant.
Chris Lakatosh's email address is ***@cornerstone-companies.com. To view Chris Lakatosh's full email address, please signup to ConnectPlex.
Chris Lakatosh works in the Financial Services industry.
Chris Lakatosh's colleagues at Cornerstone Institutional Investors, Inc. are Michael Zambelli, Tyler Papaz, Evan Cowen, Suzelle Olmos, James Bennewitz, Trevor Reid, Sergio Rodriguez and others.
Chris Lakatosh's phone number is 610-694-0900
See more information about Chris Lakatosh