About Cornerstone Management, Inc.
<p>Founded in 1991, Cornerstone Management, Inc. works with Christian nonprofit organizations on investment oversight and planned giving programs. The firm is headquartered in Duluth in the Atlanta metro area and operates as a registered investment adviser (RIA).</p> <p>Cornerstone provides outsourced chief investment officer (OCIO) services and investment advisory support for assets such as endowments, charitable trusts, donor-advised funds, and other portfolios. As of 2026, the firm reports $1.9B in assets under management.</p> <p>On the planned giving side, Cornerstone handles planned giving administration and gift and estate design consulting. Its administration work includes distribution processing and tax form preparation, supporting organizations that need day-to-day follow-through alongside investment guidance.</p> <p>A key differentiator is its focus on Biblically Responsible Investing (BRI), with portfolio approaches built around faith-driven guidelines and stewardship priorities.</p> <ul> <li>Outsourced CIO (OCIO) investment management</li> <li>Planned giving administration</li> <li>Gift and estate design consulting</li> <li>Support for endowments, donor-advised funds, and charitable trusts</li> <li>Biblically Responsible Investing (BRI) and faith-driven strategies</li> </ul>
Website: http://www.cornerstonemgt.net
Founded: 1991
Office Locations
- Duluth, GA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.9B
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| RETIREMENT PLAN OF CREIGHTON UNIVERSITY | CREIGHTON UNIVERSITY, NE | $684M | 3,738 |
| XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | XAVIER UNIVERSITY, OH | $411M | 1,871 |
| GOOD SHEPHERD RETIREMENT PLAN | GOOD SHEPHERD REHABILITATION NETWORK, PA | $179M | 2,152 |
| SUSQUEHANNA UNIVERSITY RETIREMENT PLAN | SUSQUEHANNA UNIVERSITY, PA | $159M | 507 |
| MERAKEY 403(B) PLAN | MERAKEY USA, PA | $155M | 5,501 |
| 401(k) Retirement Plan | Healthcare Sponsor, PA | $152M | 456 |
| 401(k) Retirement Plan | Manufacturing Sponsor, PA | $138M | 344 |
| 401(k) Retirement Plan | Professional Services Sponsor, PA | $134M | 554 |
| 401(k) Retirement Plan | Technology Sponsor, PA | $128M | 473 |
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