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.
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 ...
Nearly $6 billion in assets under management
97% client retention rate
30+ years of experience
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
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.