"We are Cornerstone. One of the nation’s leading independent investment consulting firms. We are committed to building and preserving the assets of institutions and wealthy families, now and into the future. Our success is rooted in navigating complex financial decisions on behalf of our clients, and our mission is right in our tagline: Insight. Influence. Integrity.
The Cornerstone Experience. You need honest financial advice from a dedicated consulting team. You also expect highly customized and responsive service — this is where Cornerstone excels. Beyond expertise in managing assets, our team prides itself on providing outstanding client service that is as anticipatory as possible. Our numbers speak for themselves.