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Family office and private investment company making selective investments in operating businesses and real estate ventures.
Cornerstone Asset Management delivers comprehensive financial planning, asset management, and wealth preservation services, employing a proactive and transparent approach. The firm constructs highly personalized solutions, meticulously tailored to each client's specific financial goals, objectives, and individual risk tolerance. This methodology centers on active portfolio management and strategic financial guidance to navigate complex market dynamics effectively.
The firm is led by President Stephen Mark Gordon, whose extensive career spans over three decades in financial planning. His deep experience cultivated an understanding of the critical need for individualized client strategies, serving as the foundational insight for establishing a practice dedicated to bespoke wealth management. This background underpins the firm’s commitment to client-centric service rather than generic financial products.
Cornerstone Asset Management primarily serves individuals and families seeking expert financial guidance and custom solutions for their long-term wealth objectives. The company’s vision is to empower clients to make informed, short-term financial decisions that yield significant, lasting impacts on their future, ultimately crafting a secure and prosperous financial trajectory.
Cornerstone Asset Holdings has 1 tracked investment across 1 company. The latest tracked deal is $3.0M Series B in Wavenet Technology in August 2022.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Aug 11, 2022 | Wavenet Technology | $3.0M Series B | Cornerstone Asset Holdings | — |