Why Cornerstone?
Tailored Portfolios
We create custom portfolios that are as unique as our clients
Performance
We focus on high-quality investments that we believe will create competitive returns over time
Stability
Our valuation disciplines are designed to limit the impact of market declines
Superior Client Service
Portfolio Manager accessiblity is at the core of Cornerstone's DNA
About The Firm
Over $1B in Assets Under Management
- Limited client list by design - allowing for attentive, always available collaboration
- Many clients have been with the firm for more than 20 years
- Each portfolio manager has over 25 years of investment experience
- We are an independent, employee-owned firm
* Assets Under Management as of September 30, 2023
Who We Serve
- Individuals and Family Groups
- Charitable Foundations and Endowments
- Retirement Funds
