Cornerstone Advisors

Cornerstone Advisors

Thought Leaders in Financial Services

Sometimes the hard-to-reach target audience looks very different from what you might expect.

Cornerstone Advisors is one of the top Registered Investment Advisors in the country with more than $3 billion in assets under management. For over 25 years, they have discreetly and effectively served the ultra high net worth families of our region and managed the endowments of notable charitable foundations and educational institutions.

Cornerstone’s target customer is extraordinarily affluent, and by definition challenging to reach through traditional marketing channels. Our work with them has centered around crafting very strategic and creative means of placing their commentary in front of this audience, and building up Cornerstone’s reputation as thoughtful and smart stewards of their resources. We are effective in communicating with this audience because of our expertise in business communications and as advisors to donors, trustees and investors ourselves.

Since 2010 when we began our partnership with Cornerstone, and initiated a national media relations program on their behalf, their assets under management have increased by 50%.