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

Nearly $6 billion in assets under management

Client Retention

97% client retention rate

Experience

30+ years of experience

Awards and Recognition

Pensions & Investments
Financial Times
Barron's
Forbes
Financial Advisor Magazine

Ranked 26th on Barron’s 2018 Top 50 institutional consultants list 1

Named by Pensions & Investments as one of the country’s and world’s largest OCIOs, ranking #54 and #56 for 2018 2

Ranked as the 82nd largest worldwide investment consultant by Pensions & Investments for 2017 3

Ranked #44 in Financial Advisor Magazine's 2018 Annual RIA Ranking 4

Ranked as 61st largest Registered Investment Advisor by Financial Advisor Magazine for 2017 5

NAPA Top DC Advisor Teams for 2017 6

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®
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