# Cornerstone Management, Inc.
Source: https://planprovider.pro/provider/cornerstone-management-inc

> Founded in 1991, Cornerstone Management, Inc. works with Christian nonprofit organizations on investment oversight and planned giving programs. The firm is h…

Retirement Plan Advisor

Duluth, GA

## 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](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|

| ALLEGHENY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN|ALLEGHENY COLLEGE, PA|$152M|456|

| JUNIATA COLLEGE RETIREMENT PLAN|JUNIATA COLLEGE, PA|$138M|344|

| MORAVIAN UNIVERSITY RETIREMENT PLAN|MORAVIAN UNIVERSITY, PA|$134M|554|

| SAINT FRANCIS UNIVERSITY RETIREMENT PLAN|SAINT FRANCIS UNIVERSITY, PA|$128M|473|

| GIFT OF LIFE DONOR PROGRAM 403(B) PLAN|GREATER DELAWARE VALLEY SOCIETY OF TRANSPLANT SURGEONS, PA|$71M|336|

| D.G. YUENGLING & SON, INC. 401(K) SAVINGS AND PROFIT-SHARING PLAN|D.G. YUENGLING & SON, INC., PA|$63M|332|

| KESSLER TOPAZ MELTZER & CHECK, LLP 401(K) PROFIT SHARING PLAN|KESSLER, TOPAZ, MELTZER & CHECK, LLP, PA|$58M|187|

| WOHLSEN CONSTRUCTION COMPANY 401(K) PLAN|WOHLSEN CONSTRUCTION COMPANY, PA|$41M|325|

| CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN|CHESAPEAKE BAY FOUNDATION, INC., MD|$39M|234|

| HARRISBURG UNIVERSITY OF SCIENCE & TECHNOLOGY 403(B) PLAN|HARRISBURG UNIVERSITY OF SCIENCE & TECHNOLOGY, PA|$36M|351|

| DEMPSEY UNIFORM AND LINEN SUPPLY, INC. 401(K) PROFIT SHARING PLAN|DEMPSEY UNIFORM AND LINEN SUPPLY, INC, PA|$28M|359|

| PRESTON MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN|PRESTON MANAGEMENT, INC., PA|$22M|370|

| FLEXICON CORPORATION 401(K) PLAN|FLEXICON CORPORATION, PA|$21M|198|

| FORRESTER CONSTRUCTION COMPANY 401(K) PLAN|FORRESTER CONSTRUCTION COMPANY, MD|$20M|52|

| ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN|ALLEN ORGAN COMPANY LLC, PA|$19M|129|

Showing top 20 of 30 plans serviced in 2024.

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