Cornerstone Advisors launches new wealth services for Tax-Exempt Organizations
Cornerstone Advisors has introduced a new expanded wealth management service called Results, Integrity, Simplicity and Empowerment (RISE) for use by the tax-exempt organisations.
RISE service offerings include investment policy design, including mission-related investing alignment and strategy and comprehensive portfolio oversight and management that will help tax-exempt organisations in their investment strategy and management.
Also included are strategic asset allocation design, Investment administration, donor-related communications as well as major gift planning and support.
Cornerstone Advisors CEO Kenneth Hart said the service will enable their tax-exempt clients to grow and preserve their assets so that they can focus on delivering their programmes and services to customers.
"The RISE will also place a particular emphasis on transparency in financial reporting, so that clients and their donors can see how their assets are being well stewarded while supporting their programmes," Hart added.
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