Otter Capital, 755 Page Mill Rd, Ste A200, Palo Alto, CA 94304, US

Cornerstone Capital is a Palo Alto-based investment firm that specializes in creating tailored portfolios for a diverse range of clients, including individuals, family groups, charitable foundations, and retirement funds. With over $1 billion in assets under management, the firm's experienced portfolio managers, each with over 25 years of investment experience, focus on high-quality investments to deliver competitive returns over time. Their valuation disciplines are designed to minimize the impact of market declines, while their commitment to superior client service ensures accessibility and collaboration. As an independent and employee-owned firm, Cornerstone Capital prides itself on its limited client list, allowing for attentive and always available collaboration. Many of their clients have been with the firm for more than 20 years, a testament to the trust and satisfaction they have built. With a dedicated portfolio administration team, including professionals like Silvia Burstein, Brigette Guldbech, and Tara Dadd, Cornerstone Capital ensures efficient management of client portfolios. Their commitment to personalized service and long-term stability sets them apart in the investment industry.Generated from the website

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