|
Investment Consulting
Overview
Cornerstone provides
sophisticated, comprehensive investment consulting and asset management services
for endowments, foundations, hospitals, corporate pension, profit sharing plans,
401(k) plans and wealthy individuals. We focus on fiduciary process, risk assessment
and performance monitoring — building investment platforms that offer the finest
custodial services, manager relationships, execution and consulting for our clients.
At Cornerstone, we pride ourselves on
having the experience, knowledge and wisdom to interpret data and synthesize it
into action steps that maintain peak portfolio performance and minimize opportunity
cost. We achieve these objectives by (1) understanding the financial markets, (2)
identifying organizations and products that add value, and (3) building portfolios
that control unintended risk.
We take a disciplined approach to investing, ensuring that we are continuously tracking
investment trends and incorporating them into our clients’ accounts where appropriate.
The primary focus of our investment process is risk assessment and performance reporting.
We educate our clients in all aspects of fiduciary responsibility and help ensure
that their decisions are in accordance with prudent investment practices. Cornerstone often is hired as a co-fiduciary
with our clients — making us responsible to help them quantify and understand the
risks within their portfolios. We use this knowledge to design portfolios that maximize
returns for any given level of risk.
Cornerstone has a relationship with Callan
Associates, the largest privately-held investment consultant in the United States.
We purchase peer group data, research data and technology from Callan — allowing
us to deliver services that are typically available only to clients with more than
$1 billion in assets. This advantage gives us significant leverage in pricing that
firms our size normally do not possess.
|