Who We’ve Helped
Our clients have one thing in common: they are fiduciaries or believe that a fiduciary process for managing the assets under their care is the only way to protect both their and their stakeholders’ interests. Put simply, our clients want a firm that is working solely in their best interests.
Cornerstone’s professional teams have worked with different types of clients, making our strength our cross-industry knowledge. Our comprehensive knowledge of different investment segments allows our clients to enjoy a deeper breadth of understanding into their situations and the world as a whole.
Cornerstone offers our clients undivided loyalty. Nothing less.
- Foundations and Endowments
- Healthcare Institutions
- Government Entities
- Retirement Plans
- Wealthy & Entrepreneurial Families
- Insurance Companies
Contact us today to discuss how Cornerstone's undivided loyalty can benefit your organization.