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The Cornerstone Advisors team defines success by how well we improve the strategies, technologies and operations of our clients – and how well this translates into improved financial performance. Having worked with hundreds of national and international financial institutions, Cornerstone professionals have developed an expertise in how banks and credit unions operate and the best practices that enable high performers to succeed. We have also developed a comprehensive understanding of the technology providers that serve the financial services industry – what works, what doesn`t, and how an organization can best leverage its technology dollars. Formed by some of the financial industry`s most respected strategy and technology consultants, Cornerstone`s goal is to continue building an advisory firm that is legendary for the value we bring to financial services clients. Simply put, Cornerstone`s industry knowledge is unmatched, and our “no nonsense” approach to closing the gap between strategy and reality can help institutions improve their competitive position in the market.
Assured Investment Management previously BlueMountain Capital Management, is a diversified alternative asset manager founded in 2003 based in the United States
Gerald Modell Inc is a New York, NY-based company in the Financial Services sector.
Evensky Brown is a Coral Gables, FL-based company in the Financial Services sector.
Libro Credit Union Limited is a Waterloo, ON-based company in the Financial Services sector.