Cornerstone Institutional Investors, LLC

We are Cornerstone. One of the nation’s leading independent investment consulting firms. We are committed to building and preserving the assets of institutions and wealthy families, now and into the future. Our success is rooted in navigating complex financial decisions on behalf of our clients, and our mission is right in our tagline: Insight. Influence. Integrity.

For both the private and institutional investor, insurance holds asset-protection potential that can benefit many portfolios. However, insurance is often a misunderstood and underutilized financial tool. We approach insurance consulting in the same manner as all of our relationships. As we learn your goals, we formulate and implement a strategy, actively monitor it, and keep you informed of its results.

Insurance is not a set-and-forget transaction — it is an asset class. We specialize in managing portfolios, and we think of insurance as another piece of your portfolio. As with any asset, we focus on due diligence and active management before, during, and after policies are issued.