“Building your Retirement on a Solid Foundation"

Cornerstone Capital Management is a rare and specialized financial services firm. Unlike banks and brokerage firms, we are dedicated exclusively to the financial planning needs of university faculty.

Our founder, James M. Barnes, has over twenty years of experience serving the university market. Gregory J. Murphy, Director of Investment Consulting, spent 11 years with Fidelity Investments where he gained extensive knowledge of university retirement plan operations. Our combination of experience and knowledge of investment planning, along with a unique understanding of your specific retirement plans, allow us to work with you to construct and manage a personalized plan designed to meet your goals.

We realize that few professionals are able to dedicate the required time to their retirement and financial planning needs. This can result in unexpected consequences. Cornerstone Capital Management is dedicated to your financial success so that you can remain dedicated to your personal success.

Securities provided through Purshe Kaplan Sterling Investments, Member FINRA/SIPC,  Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211.


 

 
   
 
 
 
 
 
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