Communication is imperative for the successful operation of organizations. It is important to review the accounts and ensure we are on track with the organization's goals. Our team works closely with executives, the board, and families when involved, on a regular basis to ensure the organization's needs are consistently met. We regularly monitor the accounts to ensure compliance with the investment policy guidelines.

 

INVESTMENT POLICY STATEMENTS

Cornerstone Capital helps develop and maintain tailored investment policy statements to guide non-profits in achieving their financial objectives and ensuring prudent asset management.

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MAINTENANCE AND OPERATING FUND MANAGEMENT

We provide comprehensive maintenance and operating fund management, including a thorough understanding of the organization's budget and needs, to ensure the longevity and sustainability of assets through regular reviews and strategic adjustments.

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LENGTH OF SERVICE AWARD PROGRAMS

LOSAP, is a retirement plan designed to benefit volunteer firefighters and emergency service personnel by providing financial rewards based on their length and level of service. We help our clients navigate the complexities of LOSAP by offering expert guidance on maximizing these benefits, ensuring they understand how contributions, vesting, and distributions work to support their financial goals in retirement.

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PHILANTHROPIC PURPOSE

It is important to align financial strategies with the philanthropic purpose of the family or organization, ensuring that financial decisions support and enhance charitable goals and missions.

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INVESTMENT MANAGEMENT

As an independent firm, we have no allegiance to any specific investments, funds, or managers. This allows us to provide more suitable, customized options tailored specifically to meet the organization's goals and objectives.