Our Company

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World class investment and financial advisory firm for institutions

Short-term contrarian within the context of being a long-term fundamental investor

Client-focused firm which tailors investment opportunities for individual situations

At the heart of Cornerstone Capital Management is a talented team of financial analysts. Due to years of experience, daily interactions with the industry participants within an economic sector, and daily discussions with the investment management team, each analyst gains valuable insights into the secular and cyclical forces at work within a given industry. Such insights form the basis for detailed financial modeling of companies targeted for investment. Through an ongoing iterative process, financial models are refined and the key metrics which drive the financial statements are identified. Investment recommendations are then based on where our proprietary research identifies one or more perception gaps in those key metrics.

Surrounding Cornerstone’s team of analysts is a dedicated team of professional operations, I.T., sales, and support people who ensure that the trading and management of our clients’ accounts are done in an accurate, secure, and efficient manner at all times and in all market conditions.

Cornerstone is a strategic partner of New York Life, one of America’s oldest and strongest companies, known for its financial strength1 and integrity. New York Life is a distributor2 of Cornerstone mutual funds.

1. Securities distributed through NYLIFE Distributors LLC, 169 Lackawanna Avenue, Parsippany, NJ 07054, a wholly owned subsidiary of New York Life Insurance Company.
2. Source: Individual third-party ratings reports as of 6/23/12. New York Life Insurance Company has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch Ratings (AAA), Moody’s Investors Service (Aaa), and Standard & Poor’s (AA+).