Cornerstone, which has been serving foundation and nonprofit clients since 1993, said RISE unites the firm’s investment strategy expertise and insights into donor expectations to bring comprehensive services to private foundations, nonprofit organizations and endowments.
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Cornerstone’s RISE service offerings include: Investment policy design, including mission-related investing alignment and strategy; portfolio oversight and management; strategic asset allocation design; investment administration; donor-related communications; and major gift planning and support.
"We understand the pressures tax-exempt organizations face to preserve their capital for the long-term while meeting their short-term operational needs and distribution requirements," said Kenneth Hart, CEO of Cornerstone Advisors. "Bringing these elements together to serve our tax-exempt clients will enable them to grow and preserve their assets so they can focus on delivering their programs and services to our community."
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