Think about the word loyalty. Does it conjure the words financial consultant to your mind? If not, we would like to introduce ourselves. Obligated to the highest standard of care, Cornerstone is a fiduciary in the true sense of the word. We are legally and ethically obligated to regard and manage your assets with the utmost prudence.
As independent investment consultants, we have access to best-in-class service providers in areas including management, custody and brokerage. Because we have no financial incentives from any other companies, our ability to look with a discerning eye over service providers isn't obstructed. We receive compensation only from our clients and are fully committed to their success.
Our investment consulting practice is built with a team management approach. Our nine-member Investment Policy Committee meets regularly and directs the investment decisions we make on behalf of our clients. Every client is assigned to a team of professionals dedicated to managing every aspect of its portfolios.
While we cannot predict future market outcomes, we can manage, monitor and mitigate risk, given our client’s goals and expectations. We monitor risk at both the manager and portfolio levels, so you can rest assured that your assets are under the watchful eye of a true fiduciary.
Asset Management Services:
- Fiduciary Services
- Discretionary Management
- Policy Review
- Due Diligence
- Performance and Attribution Measurement
- Other Services
Contact us today for experienced investment consulting services.