Cornerstone Capital, Inc.
Cornerstone Capital, Inc. is a San Mateo, California-based investment adviser serving Bay Area families, individuals, and foundations. Founded in 1978, the firm provides customized investment management, financial planning, and estate coordination. Their experienced partners offer a hands-on, research-driven approach for clients seeking a tailored, stress-free wealth management experience. As of recent reports, Cornerstone Capital, Inc. manages over $1 billion in assets and is known for its client-focused, long-term relationship philosophy. The firm employs a team with over 100 years of combined experience but the exact employee count is not listed.
Investment Strategy
Cornerstone Capital, Inc. creates customized portfolios tailored to the unique needs of individuals, families, foundations, and endowments. They focus on high-quality investments, balancing long-term growth with prudent risk management. Their approach is disciplined and research-driven, emphasizing sustained returns and tax-efficient strategies where applicable. The firm’s philosophy centers on hands-on management, collaborative planning with trusted attorneys and accountants, and individualized solutions for each client.
Top Holdings
Equity Positions (99)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.46% | $52.2M | 104,875 | $60.65 | $497.41 | +$10.9M |
V V | VISA INC | 4.82% | $46.1M | 129,721 | $168.01 | $355.05 | -$1.5M |
G GLW | CORNING INC | 3.66% | $35.0M | 665,689 | $40.34 | $52.59 | +$5.5M |
A AMZN | AMAZON COM INC | 3.62% | $34.7M | 157,955 | $122.70 | $219.39 | +$2.5M |
A AJG | GALLAGHER ARTHUR J & CO | 3.35% | $32.1M | 100,186 | $54.50 | $320.12 | -$4.2M |