Cornerstone Capital, Inc.

Cornerstone Capital provides customized investment management primarily for individuals, associated trusts, estates, charitable organizations, pension and profit‑sharing plans, and other business entities. The firm oversees equity and fixed‑income separate managed accounts and reports $1,357,670,355 in discretionary assets under management as of December 31, 2025.

The firm follows a capital preservation philosophy, using fundamental, technical and cyclical analysis with valuation discipline to guide equity and fixed‑income selections, and generally manages accounts on a discretionary basis under documented investment parameters. Cornerstone seeks diversification but may hold relatively concentrated positions for clients willing to accept that risk, and it implements client guidelines through arrangement letters and investment advisory agreements.

Compared with many peers, Cornerstone operates at scale with over $1.3 billion in discretionary assets while maintaining a relatively small advisory team, resulting in a notably high AUM per advisor profile. The firm’s public materials also present performance information — including hypothetical results and third‑party ratings — and its operations include soft‑dollar research relationships and formal proxy‑voting policies, features that are less common among similar team firms.