Description: Founded in 1997, Cornerstone offers investment consulting, retirement plan consulting, executive risk management, planned giving, wealth management, charitable planning, and insurance and risk planning.
Best Decision: To serve in a strictly fiduciary role to its clients, which eliminated potential conflicts of interest that could have arisen had the firm elected to be paid based on the products it sold.
Key Contributors to Success: Tying the company’s success to the success of its clients; helping clients make difficult decisions, regardless of the economic circumstances; remaining committed to investments in people and technology.
Qualities Sought in Employees: Can be summed up in the phrase "undivided loyalty," which embraces 10 characteristics: ethics, work product, dependability, work ethic, personality, responsibility/accountability, initiative taking, curiosity, communication skills, and bandwidth, which describes a person’s willingness to learn and grow.
Goals: Growing at a steady pace with the right mix of clients, employees and services.