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Our Services
Serving affluent families for nearly three decades gives the Cornerstone team rare perspectives on asset building and donor expectations. We have a track record that demonstrates we know how to design, build and manage significant pools of permanent capital for families, charitable foundations and trusts.
Our investment services for tax-exempt organizations include:
| • | Comprehensive portfolio oversight |
| • | Investment policy formulation |
| • | Strategic asset allocation design |
| • | Portfolio management |
| • | Mission-related investing |
| • | Investment administration |
| • | Donor related communications |
| • | Major gift planning support |
In addition to portfolio management, our team can manage complicated and time-consuming investment administrative tasks such as cash management and codifying a sustainable spending policy for your organization.
We can also assist your organization with stakeholder investment communications and major gift planning alongside your donors, so that your supporters are always confident their assets are being well stewarded.
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