Firm

Since 2002, CornerStone Partners has served as the Outsourced Chief Investment Officer and investment office (“OCIO”) for non-profit organizations that have chosen to outsource their investment function. In addition to providing clients with fiduciary portfolio management, we offer a broad range of operational and administrative services.

Located in Charlottesville, Virginia, CornerStone is independent, employee-owned and SEC-registered.*

CornerStone has approximately $10.9 billion in assets under management as of January 1, 2018.

*Registration with the U.S. Securities and Exchange Commission (“SEC”) does not imply endorsement or any level of skill or training.

We prioritize strong investment results and exceptional client service over increasing assets under management.

CornerStone Principles

CornerStone provides an OCIO solution for organizations seeking:

  • An established firm with an experienced and stable team
  • A flexible long-term partner concentrated solely on the OCIO business
  • A focus on generating net of fees outperformance while managing risk

We believe philosophical alignment is important for our relationships with clients to be successful. The hallmarks of a CornerStone relationship include:

  • Long-term Perspective

    We share a long-term investment horizon with our clients, seeking net of fees outperformance over the full market cycle.

  • Independence

    Being independent frees us to think and act in the best interests of our clients.

  • Customization

    Asset allocation and risk management are tailored to each client's unique circumstances.

  • Investment Culture

    Our partners are focused on investing, not marketing; our partners lead the investment process and make the investment decisions.

  • Transparency

    Thorough reporting and open dialogue lay the foundation for a successful partnership.

  • Consistency

    We generate returns through an established investment approach, team, and process.

Committed to Serving Clients with Purpose

For over 15 years, CornerStone Partners has worked with organizations whose missions we respect and admire. We take pride in our clients’ accomplishments and are motivated to help them achieve their goals. The CornerStone team builds financial capacity so that Boards and leadership can focus on their mission.

Health

Education

Conservation

Other Nonprofits