Beyond stocks and bonds, we make the endowment investment process available to individual investors through our allocations and access. The portfolio of an individual or family is typically different than one for an institutional foundation. It doesn’t have to be. At Cornerstone Advisory, our clients have access to the same types of investments traditionally used by large endowments.
Our outcome-focused approach means we strive to meld your priorities with market opportunities. Our trusted private wealth advisors expertly assemble the right combination of assets and strategies in a risk-conscious and cost-efficient manner. Asset allocation is an excellent tool for managing volatility of investments and controlling risks.
Access and Allocation
With more than $1.5 billion* in assets under management, Cornerstone Advisory is able to provide our clients with access to unique investments that diversify portfolios. When it comes to endowment allocation, we provide alternative options including private real estate, agriculture, infrastructure, timber, and outcome driven investments to complement traditional stocks and bonds.
*as of January 31, 2021.
- Outcome Driven Investing (Custom Notes)
- Private Equity and Secondary Strategies
- Hedge Funds