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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

$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 December 31, 2019


Form CRS – Client Relationship Summary

Who We Serve


  • Individuals and Family Groups
  • Charitable Foundations and Endowments
  • Retirement Funds

The Team

Portfolio Management Team

Brad Dinsmore

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Mason Ford

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Brad Branson

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Portfolio Administration Team

Silvia Burstein

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Tara Dadd

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