Cornerstone Management, Inc.
Cornerstone Management, Inc. is an investment advisory firm headquartered in Duluth, Georgia, USA. The firm was founded to provide investment management and consulting solutions, primarily serving institutional clients such as endowments, foundations, and retirement plans. As of 2025, Cornerstone Management, Inc. reports approximately $1.9 billion in assets under management and employs around 18 professionals.
Investment Strategy
Cornerstone Management, Inc. focuses on providing customized investment management solutions tailored to the specific needs of institutional clients including endowments, foundations, and retirement plans. Their strategy emphasizes long-term growth through diversified portfolios, risk-adjusted asset allocation, and a disciplined, client-centric investment process. The firm leverages both active and passive management strategies to meet client objectives, grounded in comprehensive research and analysis.
Top Holdings
Equity Positions (63)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 26.22% | $158.6M | 330,607 | $246.68 | $479.61 | +$2.6M |
V VTV | VANGUARD INDEX FDS | 15.95% | $96.4M | 517,071 | $108.79 | $186.49 | -$419.5K |
J JPST | J P MORGAN EXCHANGE TRADED F | 15.73% | $95.1M | 1,874,619 | $50.48 | $50.73 | +$8.2M |
A AGG | ISHARES TR | 6.79% | $41.1M | 409,503 | $106.88 | $100.25 | +$4.4M |
E EFA | ISHARES TR | 3.76% | $22.7M | 243,629 | $71.78 | $93.37 | +$2.7M |