Cornerstone Management

Cornerstone Management is a wealth management firm in Duluth, Georgia. The firm provides specialized consulting services to ministries, universities, foundations, and other Christian nonprofits. Their expertise includes investment management, planned giving administration, gift and estate design, and outsourced chief investment officer services. With a 5.00 rating, the firm serves its clients by acting as a financial guide, allowing organizations to focus on their primary missions.

Founded in 1991, the firm focuses on providing independent, unbiased expertise to the Christian nonprofit community. Their approach to investment management begins with a comprehensive diagnosis of existing investment programs to develop customized solutions, including portfolio design, manager selection, and performance analysis. Additionally, the firm offers turnkey integration of services, providing complete administration, compliance, and accounting for various planned gifts such as charitable trusts, donor-advised funds, and endowments. Their team also assists development staff with estate design analysis, gift document reviews, and complex gift support to help increase the probability of gift consummation.

The office is located on Satellite Boulevard in Duluth, near the intersection of Pleasant Hill Road. The business is situated about half a mile from the Gwinnett Mall Corners Post Office and a short drive from McDaniel Farm Park.

Cornerstone Management maintains well-documented business information available online, ensuring their services are easily accessible to those in need of nonprofit financial consulting.

The firm provides essential financial stewardship and investment expertise for Christian nonprofits throughout the Duluth area.