At Cornerstone, we seek to be our clients’ financial guide so they can focus on what they do best.
Investment Consulting
Cornerstone’s investment committee utilizes a proven process to develop comprehensive investment solutions for each client.
- Investment Philosophy
- Investment Policy Statement
- Portfolio Design
- Manager Selection
- Performance Analysis
- Customized Performance Reporting
- Fiduciary Compliance
- Comprehensive Monitoring
Planned Giving Administration
Cornerstone provides complete administration, compliance and accounting for planned gifts of all kind, including Charitable Trusts, Gift Annuity Programs, Donor Advised Funds, and Endowments.
- Cash Flow Management
- Distribution Processing
- Quarterly Reporting
- Fund Tracking
- Federal and State Tax Returns
- K-1 and 1099 Preparation
- Reserve Calculations
- State Compliance
- Sub-Accounting
- Donor Statements
Gift & Estate Design Consulting
Cornerstone provides support for your planned giving staff and can assist in the preparation of estate and gift design proposals.
- Field Staff Support
- Deferred Gift Consulting
- Donor Support
- Complex Gift Support
- Document Review
- Gift Analysis
Our Approach to Investment Management
Our Approach to Investment Management
Diagnosis
The first step in our process is a comprehensive analysis of your existing investment program. This diagnosis informs the subsequent steps in the process and highlights any unusual circumstances of which we must be aware.
Identify Goals & Constraints
Following diagnosis, we identify goals, objectives and constraints including those unique to your specific situation.
Develop Investment Policy
This information is distilled into a comprehensive, written investment policy statement for each portfolio. The tenets of modern portfolio theory are integrated with current investment insights. These insights yield flexible investment strategies and concrete documentation that fulfills all fiduciary requirements.
Develop Appropriate Allocation Models
The investment policy statement culminates in an asset allocation recommendation. Effective diversification of the selected asset classes will result in an efficient portfolio that optimizes risk and return, thereby satisfying stated goals and achieving fiduciary compliance.
Select Asset Managers
After the portfolio design is completed, Cornerstone selects asset managers from a broad universe. Selection is predicated upon multiple performance factors including volatility, correlation and compatibility with client objectives and policies. We utilize active, passive, and hybrid strategies in client portfolios.
Monitor Managers / Accounting & Reporting
Cornerstone monitors asset managers for performance and compliance. They are evaluated relative to their peers and relative to an appropriate, pre-established benchmark. Managers with deficiencies are recommended for replacement. Cornerstone evaluates portfolio progress utilizing a combination of third-party benchmarks and policy objectives.
Cornerstone's process assists clients in achieving the following goals:
Implement systematic investment philosophy
Improve fiduciary compliance
Enhance risk adjusted return
Capitalize on "known" sources of return
Cornerstone's process assists clients in achieving the following goals:
Implement systematic investment philosophy
Improve fiduciary compliance
Enhance risk adjusted return
Capitalize “known” sources of return
Whatever your financial need, Cornerstone Management connects you with a team of professionals who will help your organization grow and thrive.