Posts by Winters Richwine

In today’s complex investment landscape, organizations face the decision of how to structure their investment strategies effectively. Two popular approaches have emerged for institutional investors: the Outsourced Chief Investment Officer (OCIO) model and the traditional investment consultant model. Each offers distinct advantages tailored to different organizational needs and capacities. Understanding the nuances between these two…

Endowment funds for nonprofits are a vital tool for long-term stability and mission growth. By creating an endowment for a nonprofit, organizations can ensure that resources are available not only today but also for generations to come. Establishing an endowment requires thoughtful planning, sound investment strategy, and a commitment to faithful stewardship. In this article,…

We at Cornerstone Management are pleased to release the third installment of our Faith-Driven Asset Manager Interview series.  In this series, we are speaking to those leading the way in making Biblically Responsible Investing strategies available to investors. Winters Richwine, Chief Operating Officer of Cornerstone Management, spoke with Robin John, CEO and Founding Member of…

We at Cornerstone Management are pleased to release the second installment of our Faith-Driven Asset Manager Interview series.  In this series, we are speaking to those leading the way in making Biblically Responsible Investing strategies available to investors. Winters Richwine, Chief Operating Officer of Cornerstone Management, spoke with Bob Doll, CEO and Chief Investment Officer…

An investment policy statement, or IPS for short, is a governing document for an investment portfolio.  It outlines the purpose and goals for the assets, describes any limitations in place, and includes a recommended asset allocation.  In some cases, investment policy statements define the roles and responsibilities of the parties associated with the investment portfolio. …

The Chief Operating Officer of Cornerstone Management, Winters Richwine, conducted this interview with Matt Monson from Sovereign’s Capital. Tell us about your professional background.  How did you connect with Sovereign’s Capital? I have a background in investment banking, private equity, and public equity investing before joining Sovereign’s Capital. Like many other believers, my faith had…

Planned gifts are important.  To donors, they often represent the biggest gifts to charity they will make.  Planned gifts also tie the donor to the charity.  To nonprofits, planned gifts similarly are some of the largest donations received and also serve as long-term relationship builders.  In this article, we provide guidance to nonprofit organizations on…

Introduction Biblically Responsible Investing (BRI), a type of faith-based investing, is gaining ground with both institutional and retail Christian investors.  Now more than ever, financial capital is being used as a tool to influence the decisions companies make.  The purpose of this article is to explain what is Biblically Responsible Investing and to articulate why…

Introduction Many organizations struggle with investment performance evaluation.  How can one determine if the investment program is doing well, or how does one even define “well”?  In this blog, we provide some ideas on how to evaluate investment performance from a variety of angles.  As you read this article, we encourage you to keep in…