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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.
Latest 13F Filing Activity
Cornerstone Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 63 equity positions with a total 13F market value of $605M. The fund increased holdings in J P Morgan Exchange Traded F, Ishares TR, Dimensional Etf Trust among other positions. Cornerstone Management, Inc. reduced exposure to Globe Life Inc., Southstate Corporation, Vanguard Index FDS among others.
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 |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Lead Portfolio Manager and Investment Consultant | Atlanta, GA , United States | |
 | Principal | Alpharetta, GA , United States | |
 | Investment Analyst | Duluth, GA , United States | |
 | Portfolio Manager | Atlanta, GA , United States |
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