Cornerstone Capital Group

About

Cornerstone Capital Group is an independent, employee-owned registered investment advisory firm dedicated to creating customized investment portfolios that align with clients' financial goals and impact priorities. The firm focuses on socially conscious investing, integrating environmental, social, and governance (ESG) factors into their financial analysis to craft portfolios that reflect clients' values while aiming for competitive returns. Founded to support investors interested in meaningful social and environmental issues, Cornerstone Capital Group emphasizes teamwork, service, and independence. The firm offers a range of tailored portfolio management services, including private wealth building, tax optimization, cash flow strategies, retirement planning, estate management, and asset protection. With over $1 billion in assets under management, they maintain a limited client list to ensure personalized service and long-term relationships. Cornerstone Capital Group serves a diverse clientele, including individuals, family groups, charitable foundations, and retirement funds. Their experienced portfolio managers prioritize stability and employ valuation disciplines to help mitigate market downturns, fostering partnerships that often last over two decades.