Network·Venture Capital

Cornerstone Management, INC.

Unclaimed

📍 DULUTH, GA

Venture Capitalfinancial servicesbusiness services
www.cornerstonemgt.net

SEC CRD #801-63080

About

Christian Financial Advisor | Cornerstone Management Skip to content Stewarding the Assets Entrusted to Your Ministry Investment Consulting | Planned Gift Administration | Gift & Estate Consulting As an outsourced chief investment officer and planned gift administrator, we support our clients’ values and stewardship of investments and charitable gifts. View Our Services Christian Financial Advisor Play Video We've proudly provided independent Christian financial planning services to Christian nonprofit organizations for over 30 years. Next Previous See Some of Our Clients Important Disclosure: The clients on the above partial client list were selected based on similar business structures, not on the basis of performance. Inclusion on this list does not constitute an endorsement by any client of our advisory services. Our Services Learn More About Our Christian Investment Services Investment Consulting Cornerstone’s Christian investment committee utilizes a proven process to develop comprehensive investment solutions for each client. Explore Planned Giving Administration Cornerstone provides complete administration and compliance for Charitable Trusts, Gift Annuity Programs, Donor Advised and Endowment Funds, and many more. Explore Gift & Estate Design Consulting Cornerstone provides support for your planned giving staff and can assist in the preparation of estate and gift design proposals. Explore Upcoming Conferences & Events DILA 2026 Conference | September 14-15, 2026 Expa

Key Contact

LS

LISA SMITH

CHIEF COMPLIANCE OFFICER

📞 (770) 449-7799

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Geographic Focus

gaunited stateswestsoutheast

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AUM

$2.3B

Location

DULUTH, GA

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