With more than 155 years of collective experience, Cornerstone investment advisors provide comprehensive portfolio management and monitoring services for affluent individuals, endowments, trusts and foundations. The service staff, with an average of 15 years of financial experience, provide assistance with every detail of clients’ financial affairs. They deliver an exceptional client experience, including highly customized reporting. As of December 31, 2019, Cornerstone Advisory has more than $1.3 billion in assets under management.
Investment management is customized to meet the needs of our clients’ specific goals and tolerance for risk. Our process is guided by the principles of diversification, investing with a long-term perspective, and maintaining consistent allocations for risk management.
Our team uses wealth-forecasting along with Outcome Driven investments to create customized investment portfolios. Through our strategic use of traditional and alternative investments, we are able to design portfolios more closely aligned with an investor's specific needs and/or outcome expectations. In line with our principle for investing with a long-term perspective, we have also designed portfolios for clients who would like to incorporate a socially responsible mandate into their investment policy statement.