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 ...
Over $6.1 billion in assets under management
97% client retention rate
30+ years of experience
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
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
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.