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Cornerstone

Insurance

Financial Services

Cornerstone is one of the nation’s leading independent investment consulting firms. They are committed to building and preserving the assets of institutions and wealthy families, now and into the future.

Like the needs of their diverse clientele, their capabilities are ever-increasing. The constant is their culture of providing leadership in a complex financial marketplace. There are distinctions between legal requirements and best practices. Cornerstone's mandate is to transcend requirements to provide their clients what they truly deserve: a consulting firm wholly committed to them and their best interests.

In 2016, as a commitment to their employees and clients, the firm became 100% employee owned through the implementation of an ESOP (Employee Stock Ownership Plan). This means each employee/owner benefits from the long-term success of the firm. That success is rooted in their commitment to client satisfaction.

Cornerstone is an employee-owned company headquartered in Bethlehem, Pennsylvania.

Cornerstone is an employee-owned company.

While they are not certified, based on Department of Labor 5500 fillings and other third-party data sources, we believe their ESOP meets our standards of significant and broad-based employee ownership.

While they are not certified, based third-party data sources, we believe their Worker Cooperative meets our standards of significant and broad-based employee ownership.

While they are not certified, based third-party data sources, we believe their Employee Ownership Trust meets our standards of significant and broad-based employee ownership.

While they are not certified, we believe they meet our standards of significant and broad-based employee ownership.

Location:

Bethlehem, PA

Employee Ownership Type:

ESOP

Employee-Owned Since:

2016

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