Trusted strategies.

personalized solutions.

lasting wealth.

Investment Advisors

Achieve the peace of mind you Deserve

We create customized accounts that are as unique as our clients

Individuals and Families

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Every investor faces distinct challenges. Cornerstone works with you to create a customized portfolio tailored to meet your needs.

Foundations and Endowments

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We design portfolios that align near-term gifting needs with a long-term investment horizon. Each institution’s financial situation is different. The portfolios we create reflect that individuality.

The partners at Cornerstone Capital have more than 100 years of combined, complementary experience to help you reach your investment goals.

Whatever your situation, you deserve a customized, simplified approach to investing.

+$+$!

Over $1 BILLION

IN ASSETS UNDER MANAGEMENT

SERVING CLIENTS

SINCE 1978

Award winning

REMOVE The Stress From Your Finances

Cornerstone Capital is here to guide you through every phase of your financial life cycle

Whether you are looking for customized investment management or personalized wealth solutions, we can help achieve your goals with any or all of our services below.

Towering redwood tree representing long-term financial growth and stability, promoting Cornerstone Capital’s hands-on financial advice.

Financial Advice

We design a financial plan to help you reach your long-term goals. We’re hands-on so you can be hands-off and stress less about your finances.

Golden Gate Bridge at sunset symbolizing strong connections and seamless estate and tax coordination by Cornerstone Capital.

Estate & Tax Coordination

We partner with top estate attorneys and accountants to build a cohesive, collaborative team. Together we aim to simplify and optimize your financial strategy.

Laptop showing financial charts and notes representing in-house investment management and data-driven strategy at Cornerstone Capital.

Investment Management

Our partners bring decades of experience and a disciplined, research-driven approach, balancing long-term growth with prudent risk management. We focus on high-quality investments designed to generate strong, lasting returns. When applicable, we consider tax implications in our investment strategies.

Connecting The Dots On Market Trends

Our Quarterly Letter offers insights into today’s economy and markets, revealing how current trends could shape your investments moving forward.

Clients are invited to contact us to explore our outlook further and discuss its implications for their portfolios.

Long-term relationships

financial Security

Whether building your wealth or safeguarding your financial future, Cornerstone Capital delivers tailored strategies for sustained success.