CornerStone Partners serves 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 fiduciary portfolio management, we offer clients a broad range of operational and administrative services.
CornerStone Partners is an SEC-registered investment advisor* located in Charlottesville, Virginia. In 2020, CornerStone became a partner firm of Focus Financial Partners, LLC (NASDAQ: FOCS). The management company of CornerStone Partners is 100% employee-owned.
As of June 30, 2022, CornerStone has $11.389 billion in institutional assets under management.
*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