Investment Advisory Services – Cornerstone Capital Advisors offers services that support your role as a retirement plan fiduciary. In fact, in delivering these services, we take on the role of a fiduciary representing your best interests. We ease your legal liability by ensuring you fulfill your responsibilities to your employees and we help you watch over your employees’ retirement assets. This service assists your company with designing the plan, finding the right investments, and managing the plan’s investments.
Fiduciary Assessments – This assessment reviews your employer sponsored retirement plan to determine your compliance with the federal ERISA statute. As a Registered Investment Advisor, we review your retirement plan to make sure you are fulfilling your plan obligations to participants. Assessments are performed on: Participant Directed Plans, Profit Sharing Plans, Defined Benefit Plans, Endowments, and Non-Profits.