Experience. Aligned interests. Transparency. These are attributes that our institutional consulting team strives to bring to each relationship.
Cornerstone has consulted to a variety of institutional asset pools, each with unique objectives and time frames, for more than two decades. Each of these relationships requires different solutions built to suit different needs.
Our experience allows us to apply our investment process — designing investment policies, implementing cost-effective portfolios, and rigorously monitoring portfolios — to any situation. Our solutions are completely open architecture, meaning we aim to hire the optimal service providers based on your circumstances.
To be a better decision-maker for the assets under your care, you need to understand what is happening within your portfolio. As your co-fiduciary, so do we. Our proprietary reporting systems allow us to aggregate and disaggregate assets held at different custodians, provide robust reporting at various levels, and customize reports.
As an independent and objective firm, we make it our goal to eliminate and mitigate conflicts of interest. For this reason, we do not have proprietary products or accept soft dollars, which can create conflicts of interest. Our clients rely on our sound judgement, and we do not compromise our objectivity by engaging in these practices.