Customized Investment Solutions

Comprehensive Financial Advice

for Individuals, families and Foundations

Let cornerstone worry about your finances

Our experienced investment advisers are committed to handling your assets with care

Cornerstone Capital is dedicated to delivering:

  • Tailored asset management solutions to meet your unique needs

  • Direct access to our experienced professionals, without intermediaries

  • Clear and consistent communication

  • Confidence and peace of mind in your financial future

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Financial Advice

Our experienced advisers provide a comprehensive perspective to guide you toward your financial objectives. Through a collaborative approach, we deliver tailored wealth solutions designed to meet your unique goals.

Need generational wealth advice? Help with philanthropic planning for your endowment? Guidance on your retirement funds?

From the straightforward to the complex – Cornerstone Capital is here to help.

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Estate & Tax Coordination

Cornerstone Capital leads your financial advisory team. We partner with your estate planning attorney and accountant to ensure seamless alignment of all components of your financial plan. Experience the confidence and peace of mind that comes from knowing your affairs are expertly organized and secure.

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Investment Management

We build a tailored portfolio to align with your risk tolerance, values, and long-term objectives. We emphasize high-quality, long-term investments and, where appropriate, tax-efficiency. Our in-house investment team ensures transparency and accountability, so you always know what you own and why.

With over $1 billion in assets under management and decades of investment expertise, our managers are dedicated to securing your financial future.

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Faqs

  • We are long-term investors focused on building and preserving wealth through high-quality investments. Each portfolio is fully customized to your unique financial goals and risk tolerance, with investments primarily in individual stocks and bonds. This personalized approach allows for tailored diversification, greater control over holdings, and the ability to implement tax-efficient strategies where appropriate. Our philosophy is to provide you with a portfolio designed specifically for your needs, not a one-size-fits-all solution.

  • Our three partners collaborate as a team, making all investment decisions together for client accounts. Our strategies draw on decades of experience and insights from leading investment firms both on and off Wall Street. We manage your assets with a focus on prudent growth and, where appropriate, tax efficiency. Your portfolio will be well-diversified, primarily consisting of individual securities, with selective use of ETFs to enhance diversification when beneficial.

  • Yes, we serve as your central point of contact for all financial and estate matters. As investment advisers and managers, we take a partnership approach to overseeing your complete financial picture. We work closely with accountants and estate attorneys to coordinate and manage every aspect of your finances, ensuring seamless integration of investment management, tax planning, estate planning, and financial advice.

  • As a client, you have direct and ongoing access to our partners. We provide detailed quarterly reports and are available to meet via zoom or in person at your convenience. Communication is tailored to your preferences, offering as much detail or simplicity as you prefer. We strive to be approachable and personable, ensuring you feel comfortable and confident in every conversation.

  • Yes, our experienced operations team can assist with a wide range of banking and brokerage needs, including opening new accounts, transferring assets, managing trust changes, and tracking outside investments. We handle these tasks efficiently, allowing you to focus on your priorities without the burden of administrative work.

Work with US

If you’re ready to delegate your finances to the pros, or just have questions about what we do, we’d love to hear from you.

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