Institutional Consulting
Institutional Consulting
LET US HELP YOU
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, for our advisory clients, provide ongoing monitoring focused on risk management, all crafted with your requirements in mind.
OCIO SERVICES
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.
If you currently work with an OCIO but want an independent assessment of performance and risk levels, we can help. We review the investment strategies and decision-making processes, identifying areas for improvement. We help validate adherence to regulatory requirements and best practices, promoting responsible management of assets over the long term. Having an outside assessment enhances transparency and accountability.
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, experience, or desire to manage the intricacies of these plans. We do. From providing fiduciary “Safe Harbor” protections to working with you to enhance participant engagement, we can help.
Even if you think your plan is working well, does it ever hurt to have a third-party benchmark your fees and services to the rest of the market? Our team has years of experience in what is an ever-changing landscape. We can be that independent reviewer to help put your mind at ease while also fulfilling your fiduciary duty to know how efficient your plan is.
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.
There are many decisions that you have to make when considering an executive compensation plan, and there are a myriad of regulatory requirements that the plan must adhere to. We can help you design, implement, and monitor the program that best suits your organization.
PLANNED GIVING ADMINISTRATION
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 help achieve the results you want — pleased donors and a well-run program.
We describe this resource as a full-service back-office solution, designed to free up time for your development and accounting teams to focus on their core responsibilities. We can even step in as temporary planned giving support for your organization if there is an expected or unexpected vacancy. Your donors expect and deserve constant support.
PHILANTHROPIC CONSULTING
Working in partnership with your staff, leadership, and key volunteers, Cornerstone assists in assessing your current programs, and identifying opportunities for enhancing gift revenue through scalable marketing, and programmatic offerings. Cornerstone provides experienced guidance and will partner with you and your team to mentor staff and volunteers, facilitate role playing, and/or serve on an interim basis during staffing transitions or absences. One of the hardest jobs in the world is asking people for money. Our job is to support your development team in gaining the confidence in their ask while also understanding that some forms of philanthropy are more efficient than others for both the donor and the organization. These nuances are what helps organizations stand out in the eyes of their donors.
