AllonesearchBethlehem Financial Services Companies
Bethlehem Financial Services Companies
The Allonesearch Financial Services Companies category, also known as financial planning consultants, includes companies offering financial planning services, banking services, investment services, financial management services, and financial securities advice.
There are 3 companies listed in our Financial Services Companies category for Bethlehem. This page shows listings 1 to 3.
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Cornerstone Institutional Investors, LLC
- Financial Services
- 74 W Broad St
Suite 340
Bethlehem
PA
18018
Call Today- Bios
- Products and Services
Team Members
Malcolm "Skip" L. Cowen II
Skip has over 35 years of industry experience and is a co-founder of Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, LLC. As Cornerstone’s President, Skip works with institutional clients and wealthy families to help design, implement and monitor portfolios on their behalf. He is the Chair of Cornerstone’s Investment Policy Committee, which oversees all client assets. Skip has direct responsibility for client relationships as well as the overall direction of the firm. He became President in 2002 and before that served as Chief Compliance Officer. Skip loves to golf, fish and vacation in the Bahamas. In 2012, Skip was elected to Gettysburg College's Board of Trustees. He is also on the Board of Directors of M Financial Investment Advisers, has been nationally ranked by Barron’s, spoken at a number of industry conferences and is an active member of various advisory groups. Skip received a B.A. in Business Administration from Gettysburg College, a MBA in Business Administration from Lehigh University and a Masters in Taxation from Villanova Law School.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsThomas J. Scalici CFP®, CEBS, AIF®
Tom is a co-founder of Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, LLC. He began his career in financial services in 1986 and served as Cornerstone’s CEO since 2002. Tom’s primary responsibilities include strategic planning, business development, and employee selection and mentoring. Tom has more than 30 years of experience working predominantly with qualified retirement plans. He has been recognized by Plan Sponsor Magazine and the American Society of Pension Professionals & Actuaries as one of the top retirement plan advisors in the country. In addition, Tom has spoken at several national industry conferences and was chosen by Lehigh Valley Business Magazine as the 2014 Executive of the Year. Throughout his career, Tom has been very active in the community and serves/has served on several boards and committees.
Tom earned his B.A. in Business Administration at Gettysburg College. He and his wife, Amy, reside in Allentown and have been married since 1988. They have three children, Bryan, Mary and Sarah. Tom and Amy enjoy spending time with family and friends, traveling domestically and internationally, going to concerts and playing golf.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsKevin Karpuk CFA
Kevin is Cornerstone’s Chief Investment Officer and is involved with the firm’s Investment Policy and Strategic Planning committees. Kevin joined the company in 2000 after graduating from Lehigh University with a B.S. and M.S. in Economics and earned his CFA charter in 2005. Kevin and his wife Kat support many charitable causes and have established a donor advised fund to propagate their philanthropic interests. They live in Bethlehem with their two cats: Zola and Charlyne, enjoy woodworking, gardening, reading and travel. Kevin is the proud uncle to many nieces and nephews and loves spending time with and spoiling them.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsChristopher J. McKinley
As CCO, Chris is responsible for ensuring that Cornerstone meets its clients’ needs within the highest fiduciary, legal, and regulatory standards. As Cornerstone’s Director of Technology, Chris is the driving force in developing Cornerstone’s internal and external technology infrastructure. Chris also sits on Cornerstone’s Board of Directors and chairs Cornerstone’s Lead Team, a group of five individuals who are charged with running the day-to-day operations of the organization. In these roles, Chris's leadership impacts virtually every facet of our organization. Chris has a background and expertise in data aggregation and normalization, reporting, vendor management and information technology which, when combined with his finance and compliance training, make him a natural fit to oversee Cornerstone’s compliance program and technology roadmap. Although Chris grew up and began his career in New England, he came to Bethlehem for college and loved the area so much that he has made a permanent home here. Chris and his wife enjoy spending time outdoors with their dog, Snoopy.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsWhitney R. Bates
Whitney is an Investment Analyst at Cornerstone and serves as a non-voting member of Cornerstone’s Investment Policy Committee. Her responsibilities include oversight of daily data aggregation and reporting, portfolio analysis and manager due diligence. Whitney joined Cornerstone in 2014 after completing her degree from the Pennsylvania State University. Whitney appreciates spending time outdoors, especially hiking local parks and heading to Vermont for snowboarding trips. She also volunteers within the community and enjoys running races to benefit various charities and organizations. Whitney earned a B.S. in Mathematics with Minors in Statistics & Chemistry from the Pennsylvania State University.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsJennifer V. Bauder AIF®, CRPS®, FPQP™
Jen leads Cornerstone’s Retirement Planning Operations Team and is a Client Account Manager. Her primary responsibilities include servicing and communicating with our institutional retirement plan clients and vendors, conversion, and implementation of new plans. Jen started at Cornerstone in 2015 and has over 20 years of experience in the financial services industry. Prior to joining Cornerstone, Jen worked for an independent retirement planning company as a financial advisor and worked in the life insurance industry as well as the pension and annuity fields. Jen serves on the Executive Leadership Team for the March of Dimes. She and her husband, Kevin, live in Perkasie, PA with their two children, Matthew and Alexis. They enjoy traveling, volunteering with local organizations, and spending time with friends and family. Jen received a B.A. in History from Bloomsburg University.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsJames H. Bennewitz
Jim is a Senior Data Analyst and Principal at Cornerstone. He is a member of the firm’s Risk Committee and Innovation Team. Jim joined Cornerstone in 2015 after spending over 20 years in Manufacturing, Operations and Data Analytics, within the semiconductor industry. Jim’s passion is to automate and continually improve processes to allow organizations to increase scale, reduce costs and improve data accuracy. He regularly deploys new data tools and reporting to help the firm make quick and effective business decisions. Jim received a B.S. and M.S. in Engineering from the University of Wisconsin – Milwaukee and a MBA from Lehigh University.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsBrian D. Bobeck ChFC®, CLU®
Brian has been in the financial services industry for 20 years with a focus on incorporating life insurance into planning strategies. He has held a variety of roles including Client Service Manager, Plan Design Specialist, Chief Operating Officer and Marketing and Business Development. Brian leads the growth and development of the insurance operation within Cornerstone.
Brian is an expert at using the financial instrument of life insurance in order to maximize the product’s design benefit for his clients. He specializes in acquiring and managing large blocks of life insurance to meet the needs of affluent clients, ranging from basic planning (asset protection, income replacement) to sophisticated techniques (ILIT, IDGT, GRAT, Split Dollar, Private Placement). Brian sees himself as a "professional buyer and active manager" of his client’s life insurance portfolios, with the understanding that life insurance is an important asset class as part of an individual’s portfolio.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsEvan J. Cowen AIF®
Evan is a Consultant at Cornerstone and works on the firm's Retirement Planning and Private Wealth teams. His primary responsibilities include client service and business development. Evan enjoys meeting with clients and assisting them by navigating them through the financial planning and risk management process. Since Evan's start, in financial services, he has worked extensively with business owners and private wealth clients. His client-first approach makes the process of financial planning and risk management enjoyable and educational. Outside of the office, Evan is an avid saltwater fisherman and spends his free time in search of striped bass, bluefish and false albacore. He also enjoys basketball, baseball, skiing and traveling to new places. Evan received a B.A. in Business Management at Monmouth University and served as the Vice President on the Executive Board of the Sigma Pi Fraternity. Evan previously volunteered at Habitat for Humanity, Monmouth County Children’s Center, and Restore the Shore volunteer.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsSamantha Cunningham AIF®
Samantha is one of Cornerstone’s Investment Analysts and a member of the firm’s Investment Policy Committee and Retirement Planning Team. She was an extern with Cornerstone as a freshman in college and joined the firm upon completion of her degree. Outside of Cornerstone, Samantha can often be found spending time with her friends and family, reading anything from Middle English literature to modern non-fiction, or designing planner inserts for her Etsy store. Samantha graduated as valedictorian from Lafayette College with a B.A. in Economics, minor in English, and certificate in financial policy and analysis. She is a CFA Level II candidate and will be taking the Level II exam in June 2019.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsChristine M. D’Annibale
Christine recently joined Cornerstone in 2018 and has over 20 years of administrative experience. She is the Administrative Assistant for Cornerstone's President and assists the Asset Management Team. Christine’s responsibilities include administration, scheduling, and preparing the President and the team for meetings, as well as communication support with the team’s clients and assisting in the maintenance of the client database. In addition, she also provides administrative support to the Life Insurance Operations Team. Christine received an A.A.S in Office Administration at Central Pennsylvania College. Christine resides in Bethlehem with her husband and their two children. She enjoys spending time with her family at the lake and volunteering and attending her children’s school band events.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsTiffany A. Gilbert AIF®, ChFC®, CASL™
Tiffany is one of Cornerstone’s Principals and is the Director of Client Service and Operations as well as the Director of Human Resources for the firm. She is a member of the firm’s Investment Policy Committee, Strategic Planning Committee, and Lead Team. She has worked with Cornerstone since 1995 with 24 years of industry experience. She consults with our investment clients and is responsible for the external and internal servicing of all clients. Tiffany volunteers her time at Whitehall High School serving as an Officer at two booster clubs. In her spare time, she enjoys exercising and spending time outdoors, cooking, traveling together as a family, and attending her sons’ football, basketball, and baseball games. She and her husband, Brian, have been happily married since 1993 and live in Whitehall. They have two children, Zach and Luke who are ages 19 and 15. Tiffany received a B.S. in Business Administration from Shippensburg University, and her Chartered Financial Consultant designation from American College in Philadelphia.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsGina P. Gonzalez
Gina has been with Cornerstone since 2019 and has 12 years of administrative experience. As the Administrative Assistant to the Director of Retirement Planning and other Senior Consultants as well as the Retirement planning team members, she is responsible for the administration, scheduling and preparing of client meetings. Gina received an AA in Business Administration and is working towards earning her B.S. in Business Administration from Strayer University. Outside of Cornerstone, Gina and her two children reside in Whitehall. In her free time, she enjoys going out to eat and going to the movies with her kids.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsAshley M. Hoffman FPQP™, CRPS®
Ashley has been with Cornerstone since 2013. As the Administrative Assistant for the Senior Consultants on the Retirement Planning team, she is responsible for the administration, scheduling and preparing of client meetings. Ashley is also a member of the Retirement Planning Operations Team where she helps to facilitate the day-to-day servicing of our client's retirement plans. Her duties include processing fund changes, creating and distributing required participant notices, compliance tracking, assisting with conversions and the creation of presentations. Ashley also facilitates the mailing of our quarterly Participant News. Ashley received a B.S. in Political Affairs from Millersville University. Outside of Cornerstone, Ashley and her husband, Brian, reside in Nazareth with their two dogs Roxy and Hogan and cat, Jack. In her free time, she enjoys spending time with family and friends as well as cooking and being outdoors.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsKatie L. Kaplan FPQP™, AIF®
Katie is Cornerstone’s Marketing Coordinator and is a member of the firm’s Marketing Committee and Business Development Team. Her responsibilities are to help develop strategies aimed to drive sales, gathering relative data for current business needs. She is also responsible for Cornerstone’s brand position and working with outside agencies to help Cornerstone meet their objectives. Katie promotes Cornerstone’s value proposition through various channels, i.e. social media, brochures, and conferences. In addition, Katie’s responsibilities include supporting the Consultants, synthesizing and identifying potential business, overseeing the development of Requests for Proposal and recruiting for Cornerstone’s externship program. Katie came to Cornerstone in 2013 after receiving a B.S. in Communication Sciences and Disorders from the Pennsylvania State University. In her spare time, she enjoys volunteering, sporting clays, gardening, decorating and baking. Katie is working towards earning her MBA at Moravian College.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsShannon L. Kichline
Shannon recently joined Cornerstone in 2018 and has been in the insurance industry for 28 years. As a Life Insurance Operations Manager, Shannon's responsibilities are divided between new business and client service. She is responsible for managing and coordinating all aspects of underwriting through policy delivery. In addition, she manages the day-to-day insurance operations to meet our clients’ needs. Shannon is also the firm’s Licensing and Contracting Manager where she is responsible for the state insurance licensing and carrier contracting. Shannon was raised in the Lehigh Valley and received an A.A.S. in Business Management from Northampton Community College. Currently, she resides in Allentown with her boyfriend. They enjoy traveling, going on motorcycle rides, attending professional sporting events and spending time with friends.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsChristopher W. Lakatosh CFP®, AIF®
Chris has been with Cornerstone since 2004 and is a Principal of the Firm.
As a Principal & Senior Consultant, Chris is a key leader of the organization. He a member of the company Lead Team, is the director of the Retirement Plan division, a voting member of the Investment Policy Committee, is on the marketing team and plays a primary role in business development. Throughout his career, Chris has been successful in strategic planning and creating best-fit solutions for private wealth and institutional clients. He has developed deep relationships focusing his expertise in managing personal and institutional wealth, institutional retirement planning, executive benefits and insurance planning. He effectively works through a prudent investment process to ensure that the highest level of fiduciary standards and insulation are met, with the focus of achieving successful outcomes for his clients.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsErik T. Lentz AIF®, CRPS®
Erik is a Client Account Managers and a member of the Retirement Planning Team. His primary responsibilities include servicing and communicating with our institutional retirement plan clients and vendors, as well as the conversion, and implementation of new plans. He began his career in the financial services industry as an advisor, which eventually lead to a privately held company in their annuity and retirement planning divisions. Outside of Cornerstone, Erik enjoys spending time outdoors, hiking and camping, snowboarding the Rocky Mountains and traveling with his family. Erik and his wife, Laura, have lived in the valley for the last 11 years and are currently in negotiations with their two children, Isaac and Milo, to add a dog into the fold. Erik received a B.S. in Finance from the University of Utah.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsJessica M. Long AIF®, CRPS®, RICP®
As a member of Cornerstone’s investment operations team, Jessica is responsible for ensuring a smooth transition for our new client relationships, providing exemplary support to our clients in meeting their service needs and other ad hoc projects that improve our firm’s efficiency. She also works in conjunction with our Chief Compliance Officer in ensuring our firm is meeting our clients' needs to the highest fiduciary, legal, and regulatory standards and is a member of Cornerstone’s Risk Committee. Jessica started with Cornerstone in 2012 and has 13 years of financial services experience. She received a B.A. in Theatre from Sweet Briar College and a CPA Exam Certificate from Cedar Crest College.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsRita D. Miller
Rita is Cornerstone’s Investment Operations Supervisor. She oversees the operations of the Asset Management Team and is responsible for account transitioning, maintenance and ongoing servicing of client investment accounts. She joined Cornerstone in 2005 and has 14 years of industry experience. Rita and her husband, Adam, reside in Quakertown, PA, with their two children, Rita Elizabeth and Luke. They enjoy vacationing to Ocean City, Maryland and spending time outdoors. Rita received a B.S. in Mathematics from Muhlenberg College and a MBA in Finance from DeSales University.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsSuzelle E. Olmos CPB, FPQP™
Suzelle has been with Cornerstone since 2011. As the Office Manager, Suzelle manages the day-to-day office operations, ensuring an efficient and productive environment. Suzelle also plays a key role in Cornerstone’s Accounting department where she is responsible for maintaining accounts payable and receivable transactions in the cloud based accounting system as well as reconciling commissions generated through our insurance operation.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsAngela N. Oste FPQP™, AIF®
Angela is Cornerstone’s Life Insurance and Planned Giving Operations Manager. She joined Cornerstone in 2010 after graduating from Millersville University. While at Millersville she received a B.S. in Business Administration with a concentration in Finance. Angela and her husband live in Allentown, where she grew up. In May of 2018 they welcomed their first baby boy, Levi, into this world, and couldn’t be happier. He and their furry son, Charlie, are the best of friends.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsTyler J. Papaz AIF®
Tyler is one of Cornerstone’s Principals and is the Director of Private Wealth. He is a member of firm’s Investment Policy Committee, Strategic Planning Committee, and Marketing Committee. He came to Cornerstone in 2013 after having spent eight years at MetLife as a Financial Advisor. Tyler serves on the board of Communities in Schools Lehigh Valley and on the board of the Bethlehem Rotary Club. In his spare time, he coaches and plays soccer, golfs, and plays with his kids. He and his wife Jenna live in Lower Saucon with their two children, Stella and Bode; they are expecting their third child in November. Tyler received a B.A in Economics from Lafayette College and an MBA from Lehigh University.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsTrevor M. Reid CFA
Trevor has been with Cornerstone since 2008 and is a Principal of the Company. Prior to Cornerstone, Trevor provided trading support at Evergreen Investments, a former division of Wachovia.
At Cornerstone, Trevor's main responsibilities revolve around asset allocation, performance reporting, and manager due diligence, specifically in the fixed income and alternative categories. He is also a member of Cornerstone's Investment Policy Committee and Chair of Cornerstone Risk Management Committee. Trevor also plays an integral part of innovation at Cornerstone by leading discussions surrounding all facets of the business and industry.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsAna Y. Roder
Ana is Cornerstone’s Accountant. She joined Cornerstone in 2019 and has over 15 years of experience in accounting. Prior to joining Cornerstone, Ana worked as a Staff Accountant for a property management company in New York. Ana is responsible for Cornerstone’s accounting, payroll and financial reporting. She and her children live in Easton. In their spare time, she enjoys traveling and spending time with her family and friends. Ana received a B.B.A. in Accounting from Baruch College.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsDerek M. Schwartz CFA, AIF®
Derek is one of Cornerstone’s Investment Analysts and is a non-voting member of the Investment Policy Committee. He is responsible for portfolio reporting, research, fund analysis and is involved with Cornerstone’s Planning Giving Services. Derek joined Cornerstone in 2016 after spending the previous 3.5 years at BlackRock in Wilmington as an Analyst and earned his CFA charter in 2019. He enjoys spending time with his family and friends outside of work. In his free time, he also enjoys hiking, rock climbing, cycling, traveling and playing with his rescue dog. He received a B.S. in Finance with a minor in Business Law at Penn State University.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsKim M. Smalley
Kim has been with Cornerstone since 2000 and has over 20 years of administrative experience. She is the Executive Assistant for Cornerstone's Chief Executive Officer and assists the Retirement Planning Team. She is also a member of Cornerstone’s Risk Committee. In her free time, Kim enjoys spending time camping with her children and attending her daughter’s band competitions where she is Treasurer for the Northampton Area Band Parent Association. She also volunteers for Wreaths Across America placing wreaths upon the graves of those who have serviced our country. Kim has a diploma in Business Administration from Allentown Business School.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsRyan D. Wood CFA
Ryan is one of Cornerstone’s Principals and is one of seven analysts at the firm. He is a member of Cornerstone’s Lead Team as well as our Investment Policy and Strategic Planning Committees. Ryan has been with the firm since 2002. Ryan and his wife Molly live in Bethlehem with their two children Eamon and Neve. He received both a B.A. and M.S. in Economics from Lehigh University and is a holder of the right to use the Chartered Financial Analyst designation.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsBradley R. Yocum
Brad is a member of Cornerstone’s Asset Management team and most of his time is spent working with the firm’s private wealth clients. Brad’s primary responsibilities at Cornerstone include implementing and updating the investment strategies for client portfolios, processing new business, and assisting with the servicing of client investment accounts. He also provides internal support for our senior consultants and assists clients with any service needs. Brad started with Cornerstone in 2019 and has eight years of financial services experience. Brad received a B.S. in Finance from Rider University.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsLinda A. Zajko
Linda is Cornerstone’s receptionist and administrative team member, supporting the day-to-day needs of the front office. She is the first point of contact for clients and assists with various administrative tasks for the firm. She came to Cornerstone in 2015, bringing with her 11 years of administrative experience. Her and her husband, Jim, live in Orefield and have two children, Caitie and Justin. They enjoy traveling and exercising. Linda received a B.A. in Business Management from Cedar Crest College.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsMichael J. Zambelli Jr. CFP®, AIF®
Mike has been in the financial services industry for 16 years, working in a variety of roles with both corporate and individual clients. As the Director of Participant Services, Mike is responsible for ensuring participants are comfortable with all aspects of their retirement plan. As a Senior Consultant, his responsibilities include strategic planning and creating best-fit solutions for individual and institutional clients, in areas of retirement planning, executive benefits, insurance analysis, charitable giving programs, and personal and institutional wealth management. Mike effectively works through a prudent investment process to ensure that the highest level of fiduciary standards and insulation is met. He has a well-informed process to ensure positive outcomes and his client-centric approach allows him to create sound solutions for highly complex financial situations. Mike received a B.S. in Business Administration from Kutztown University.
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsServices
Services
Institutional Consulting
No two organizations are the same. Yours deserves an independent investment consultant who applies a consistency of process and flexibility of implementation tailored to your needs. We develop investment policies, implement open architecture investment solutions, and provide ongoing monitoring focused on risk management, all crafted with your requirements in mind.
Our team of advisors has worked with corporations, government entities, and not-for-profit organizations; this cross-industry experience brings a breadth of knowledge to our team and enables us to apply our consulting process to any situation.
Investment Consulting, Retirement Plan Consulting, Executive Benefits and Planned
Giving
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsPrivate Wealth
We take our role as stewards of your personal financial resources seriously, working closely with you to develop and implement sound strategies and to continuously monitor them for alignment with your goals. Achieving the financial goals that are meaningful to you is our priority — from retirement and wealth transfer to charitable giving and planning for major life events.
What do you see in your future? Let’s make it happen.
Wealth Management, Financial Planning, Estate Planning and Family Office Support
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsInsurance Consulting
For both the private and institutional investor, insurance holds asset-protection potential that can benefit many portfolios. However, insurance is often a misunderstood and underutilized financial tool. We approach insurance consulting in the same manner as all of our relationships. As we learn your goals, we formulate and implement a strategy, actively monitor it, and keep you informed of its results.
Insurance is not a set-and-forget transaction — it is an asset class. We specialize in managing portfolios, and we think of insurance as another piece of your portfolio. As with any asset, we focus on due diligence and active management before, during, and after policies are issued.
Member of M Financial, Institutional and Private Wealth management
Url: https://cornerstone-companies.com/insurance-consultingCase Studies
Corner Office
Situation: Managing assets for families of extreme wealth comes with unique hurdles, including tax issues, asset location (where to most efficiently invest assets between taxable, tax deferred, and tax-exempt accounts), and asset ownership among various generations and legal structures. However, one of the greatest challenges is providing flexible yet comprehensive reporting to the parties of interest. One such family had many accounts in many different places..
Url: https://cornerstone-companies.com/case-studies/corner-office-1?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsESOP Repurchase Obligation Funding
Situation: Employee Stock Ownership Plans (“ESOPs”) allow employees to share in the value of their company. These programs can be excellent ways to attract and retain employees and maintain a firm’s independence over multiple generations. One challenge facing ESOP companies is that as employees separate from employment,...
Url: https://cornerstone-companies.com/case-studies/esop-repurchase-obligation-funding-2?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsAwards & Recognition
Barron’s
Ranked 26th on Barron’s 2018 Top 50 institutional consultants list
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsPensions & Investments
Named by Pensions & Investments as one of the country’s and world’s largest OCIOs, ranking #54 and #56 for 2018 2
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsPensions & Investments
Ranked as the 82nd largest worldwide investment consultant by Pensions & Investments for 2017 3
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsFinancial Advisor Magazine's
Ranked #44 in Financial Advisor Magazine's 2018 Annual RIA Ranking 4
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsFinancial Advisor Magazine
Ranked as 61st largest Registered Investment Advisor by Financial Advisor Magazine for 2017
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investorsNAPA
NAPA Top DC Advisor Teams for 2017
Url: https://cornerstone-companies.com/insurance-consulting?utm_source=LBS&utm_campaign=cornerstone-Institutional-investors -
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- Financial Services
- 2010 W Broad St,
Bethlehem
PA
18018
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Phone and Map available
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- Financial Services
- 444 Main Street
Bethlehem
PA
18018
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Phone and Map available
Click here for more info