No two organizations are the same. Yours deserves an independent investment consultant who applies a consistency of process and flexibility of implementation tailored to your needs. We develop investment policies, implement open architecture investment solutions, and provide ongoing monitoring focused on risk management, all crafted with your requirements in mind.

Our team of advisors has worked with corporations, government entities, and not-for-profit organizations; this cross-industry experience brings a breadth of knowledge to our team and enables us to apply our consulting process to any situation.

Investment Consulting

As a fiduciary of the assets under your control, you are confronted with many responsibilities. Having someone to help navigate them is key to prudently managing your assets. You need a partner who understands you are held accountable in your position and is willing to make themselves accountable, too.

Retirement Plan Consulting

You need an attractive retirement plan to recruit and retain talented employees. If your organization is like most, it doesn’t have the time, expertise, or desire to manage the intricacies of these plans. We do. From providing fiduciary “Safe Harbor” protections to enhancing participant engagement, we can help.

Executive Benefits

Your key employees need to be appropriately compensated, but the legal contribution limits of traditional retirement plans limit the benefit you can provide. Compensating your core executives and vital decision-makers for their hard work and loyalty requires thoughtful guidance from our advisors.


You face a world of increasing competition for donors. Planned gifts in a variety of vehicles exist to help you compete effectively. Cornerstone works with you to design, implement, and manage creative solutions that achieve the results you want — pleased donors and a well-run program.

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