Cornerstone is registered with the United States Securities and Exchange Commission as a Registered Investment Adviser under the Investment Advisers Act of 1940.
Cornerstone's team of professionals provides comprehensive investment consulting and administrative solutions for Christian nonprofit organizations and individuals in the following areas:
- Endowment Funds
- Charitable Trusts
- Gift Annuity Programs
- Donor Advised Funds
- Other Split Interest Gifts
- Referred Individuals and Families
As a privately held registered investment adviser, Cornerstone is able to design customized investment solutions to meet the specific needs of our clients. Our commitment to independence allows us the freedom to combine cutting-edge technology with time-honored investment techniques to enhance our clients' stewardship.
Our team has developed unique experience in administering complex split interest gift arrangements. Combined with our commitment to customer service and attention to detail, this experience allows us to fully support the needs of our clients’ planned giving staff.
Important Disclosure: The clients on the above partial client list were selected based on similar business structures, not on the basis of performance. Inclusion on this list does not constitute an endorsement by any client of our advisory services.
"So if you have not been trustworthy in handling worldly wealth, who will trust you with true riches?"
LUKE 16:11 NIV
Our corporate values of Integrity, Stewardship, Teamwork, Excellence and Responsibility provide the foundation for both our internal and external relationships. The relentless pursuit of these values drives our mission and allows us to build lasting partnerships with our clients.
To preserve, grow and distribute the assets entrusted to the Christian non-profit community through enhanced organizational stewardship.
Leveraging our impact on the financial goals of the Kingdom, we strive in excellence to be the leading provider of investment consulting and planned gift administration services to the Christian nonprofit community.
Whatever your financial need, Cornerstone Management is a team of professionals who will help your organization grow and thrive.