Susan Holtzman's Contact Details

Susan Holtzman's Company Details

CornerStone Partners LLC

N/A, , US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Headquartered in Charlottesville Virginia, CornerStone Partners serves as the investment office and CIO (OCIO) for endowments, foundations and not-for-profit institutions that have chosen to outsource this function. We relieve our clients of the challenges of building and maintaining an in-house investment office and work closely with Client staffs, Boards and Committees.Our principals collaborate closely with each Client to tailor and establish an investment policy and asset allocation framework to meet their organization's unique needs and financial considerations. Our goal is to develop a diversified, long-term investment portfolio that is well integrated with the institution's broader mission and strategy. All Clients are non/not-for-profit institutions with missions in education, healthcare, conservation, or improving access to resources in their local communities.CornerStone Partners invests client assets globally, seeking to invest with the top external investment managers in public and private equities, hedge funds, opportunistic vehicles, real assets and fixed income. CornerStone Partners is an *SEC-registered investment adviser. December 1, 2020, CornerStone Partners joined the Focus Financial Partners, Inc. partnership. Focus is a leading partnership of independent, fiduciary wealth management firms. CornerStone will further diversify Focus' partnership and complement the existing focus on the ultra-high net worth client segment. Focus partner firms maintain their operational independence and benefit from the synergies, scale, economics and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit focusfinancialpartners.com. *Registration with the U.S. Securities and Exchange Commission ("SEC"​) does not imply endorsement, special level of skill, or training.