Cornerstone Partners, headquartered in Charlottesville, Virginia, provides outsourced investment office (OCIO) services for endowments, foundations, and non-profit institutions. We handle the complexities of building and maintaining an in-house investment team, collaborating closely with client staff, boards, and committees.
Tailored Investment Strategies for Non-Profits
Our principals work with each client to develop customized investment policies and asset allocation frameworks aligned with their specific needs and financial goals. We strive to create diversified, long-term investment portfolios integrated with the institution’s overall mission and strategy. Our clients are exclusively non-profit organizations dedicated to education, healthcare, conservation, or community resource improvement.
Global Investment Expertise
Cornerstone Partners invests client assets globally, partnering with leading external investment managers across various asset classes. These include public and private equities, hedge funds, opportunistic investments, real assets, and fixed income. We seek out top-tier managers to maximize returns and minimize risk for our clients.
Focus Financial Partners Partnership
In December 2020, Cornerstone Partners joined Focus Financial Partners, Inc., a leading partnership of independent, fiduciary wealth management firms. This partnership enhances Cornerstone’s capabilities while maintaining our operational independence. We leverage the synergies, scale, and best practices of Focus to further benefit our clients. Focus Financial Partners primarily serves ultra-high net worth individuals, complementing Cornerstone’s focus on non-profit institutions. For more information on Focus Financial Partners, visit focusfinancialpartners.com.
SEC-Registered Investment Advisor
Cornerstone Partners is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply endorsement, special level of skill, or training. Our registration signifies adherence to regulatory requirements and a commitment to ethical practices.
Dedicated to Your Mission
We understand the unique financial challenges and opportunities facing non-profit organizations. Our OCIO services provide expert guidance and comprehensive investment management, allowing our clients to focus on fulfilling their missions. By entrusting your investments to Cornerstone Partners, you gain access to a dedicated team of professionals committed to your long-term financial success.
