Financial firm Thomas Associates has been growing quietly for a long time. Eventually, the company wanted to grow its visibility, too. So Thomas Associates bought a building at the corner of Charles and Franklin streets in Mount Vernon to serve as its headquarters. Once that deal was done, the company followed it up this month with a name change. Its new moniker, Cornerstone Financial… Read the full article in the Baltimore Business Journal


As always, if you have any questions or would like to have a conversation, please reach out to us or your portfolio manager.


The Cornerstone Team



Disclosure: Cornerstone Advisory, LLC, is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio.