Insight.
Influence.
Integrity.

INSTITUTIONAL CONSULTING +

Sophisticated market participants value objective advice in designing, implementing, and monitoring customized investment solutions. Our team will support your organization and its financial needs.

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PRIVATE WEALTH +

You have a wish list for your financial future; we have a plan to work towards making each wish a reality. Taxes, business ownership, and family considerations require individualized advice that only comes with experience. Whatever your stage in life, we can help.

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INSURANCE CONSULTING +

Insurance is not a transaction. It is an asset class which must be acquired and managed properly for its benefits to be fully realized. Trust our experts to provide thoughtful advice and oversight before, during, and after the issuance of each policy.

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We are Cornerstone

one of the nation’s leading independent investment consulting firms. We are committed to building and preserving the assets of institutions and wealthy families, now and into the future. Our success is rooted in navigating complex financial decisions on behalf of our clients, and our mission is right in our tagline:
 

Insight. Influence. Integrity.

The Cornerstone
Experience

You need honest financial advice from a dedicated consulting team. You also expect highly customized and responsive service — this is where Cornerstone excels. Beyond expertise in managing assets, our team prides itself on providing outstanding client service that is as anticipatory as possible. Our numbers speak for themselves.

This is the Cornerstone Experience ...
Assets

Over $6.1 billion in assets under management

Client Retention

97% client retention rate

Experience

30+ years of experience

Awards and Recognition

Pensions & Investments
Barron's
NAPA
Financial Advisor Magazine

Ranked 43rd on Barron’s 2020 Top 50 institutional consultanting teams list 1

Named by Pensions & Investments as one of the  world’s largest OCIOs, ranking #51 for 2019 2

Awarded 
Best Places to Work in Money Management by Pensions & Investments 
since 2016 3

Ranked #40 in Financial Advisor Magazine's 2019 Annual RIA Ranking 4


NAPA
Top DC Advisor Teams for 2019 5

Recent Articles

Recent Articles

People

Well-informed, accredited financial professionals form your consulting team — boasting real-world experience in many industries as well as the pertinent designations and degrees in finance.

  • AIF®
  • CEBS
  • CFA
  • ChFC®
  • CFP®
  • CIPM
  • CASL
  • CRPSSM
  • CLU®
  • FPQP
  • RICP®
MEET THE TEAM >
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