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  • The Financial Centre
    1139 Fehl Ln Cincinnati, OH 45230-4349 T: 606.564.7787 TF: 877.717.3577
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  • Woodland Centre
    901 U.S. Highway 68 Suite 500 Maysville, KY 41056-8700 T: 513.651.4544 TF: 859.534.3262
    Map and Directions Map and Directions
Cornerstone Retirement Advisors, Inc logoCornerstone Retirement Advisors, Inc logo

Retirement plan guidance for institutions

We are well-versed in the singular challenges faced by endowments and nonprofits, and understand the responsibilities required to manage significant assets, while adhering to your organization’s mandate. We also understand the importance of your work and your desire to uphold your foundation’s mission in the years to come.

Our team serves as an extension of the investment committee and provides critical support in helping to fulfill your fiduciary responsibilities.* We help our clients implement strategies designed to effectively manage their portfolio, stewardship duties and spending policy needs.

Through tactical asset allocation, we develop adaptable investment strategies that seek to meet the objectives of your Investment Policy Statement. Our advisors tap into our extensive resources and conduct objective research to find investment opportunities that we believe are worthwhile, align with your values and contribute to the sustainability of your foundation.

Our relationship with you and your organization is ongoing, and we are diligent in reviewing and suggesting rebalancing investment strategies when we deem appropriate to help ensure they stay consistent with your long-term goals. We’re as deeply invested in your foundation’s success as you are.

Services Include

  • Due Diligence and Research
  • Selection of Institutional-Class Managers
  • Investment Policy Statement Review
  • Investment strategy management and rebalancing suggestions
  • Spending policy needs, portfolio reviews and stewardship documentation
  • Knowledgeable support and guidance on regulatory standards

Diversification and asset allocation do not ensure a profit or protect against a loss. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Rebalancing a non-retirement account could be a taxable event that may increase your tax liability.

*As set forth in, and subject to, applicable agreements.

Life balanced. Invested.

Cornerstone Retirement Advisors, Inc logoCornerstone Retirement Advisors, Inc logo

Schedule a time with CRA

  • The Financial Centre 1139 Fehl Ln Cincinnati, OH 45230-4349
  • T 606.564.7787
  • TF 877.717.3577
  • Map & Directions
  • Map & Directions
  • Woodland Centre 901 U.S. Highway 68 Suite 500 Maysville, KY 41056-8700
  • T 513.651.4544
  • TF 859.534.3262
  • Map & Directions
  • Map & Directions
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Cornerstone Retirement Advisors, Inc., is not a registered broker/dealer and is independent of Raymond James Financial Services.

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