Privacy Notice Regarding Use of Personal Information

At Cornerstone Management protecting your privacy is very important to us. We may collect nonpublic personal information about our clients from the following sources: information on applications or other forms, such as name, address, social security number, date of birth, account numbers, and income. We do not disclose any nonpublic information about you without your express consent, except as required by law and as needed to provide the services you have requested. This applies to current as well as former clients. We restrict access to nonpublic personal information to our employees and to service providers involved in administering and servicing our client accounts. Otherwise, we do not disclose nonpublic personal information about our present or former clients to third parties, except as required by law. We maintain physical, electronic, and procedural safeguards in accordance with federal regulations to protect any nonpublic personal information we have collected.

Online Privacy

When you interact with us through our website, we manage nonpublic personal information in accordance with the privacy notice above. In addition, when you visit our website, we may collect technical and navigational information, such as device type, browser type, internet protocol address, pages visited, and average time spent on our website. We use this information for a variety of purposes, such as maintaining the security of your online session, facilitating site navigation, improving website design and functionality, and personalizing your experience on our website.

Cookies and Similar Technologies

We may use cookies and similar technologies to support the operation of our website. Cookies are small amounts of data that a website sends to a web browser on a visitor’s device. Cookies help us to collect information about visitors to our website, including date and time of visits, pages viewed, amount of time spent on our site, or general information about the device used to access the site. You can refuse or delete cookies. Most browsers and mobile devices offer their own settings to manage cookies. If you refuse a cookie or delete cookies from your device, you may experience some inconvenience in your use of our website. We may use third-party analytics tools, such as Google Analytics, to help us understand user behavior on our site.

Contact Us

If you have questions or concerns about the privacy aspects of our site or services, or have a question about your rights under this policy, please email us at