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, the management company of CornerStone Partners is 100% employee-owned. CornerStone Partners is an SEC-registered investment advisor.*
CornerStone Partners has approximately $9.7 billion in assets under management as of December 31, 2020.
*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 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:
We share a long-term investment horizon with our clients, seeking net of fees outperformance over the full market cycle.
Being independent frees us to think and act in the best interests of our clients.
Asset allocation and risk management are tailored to each client's unique circumstances.
Our partners are focused on investing, not marketing; our partners lead the investment process and make the investment decisions.
Thorough reporting and open dialogue lay the foundation for a successful partnership.
We generate returns through an established investment approach, team, and process.
Committed to Serving Clients with Purpose
CornerStone Partners has worked with organizations whose missions we respect and admire for nearly 20 years. 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 missions.