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Our Purpose & Values

At Cornerstone Advisors, our core principles and values shape who we are as an organization. These values guide our actions and decisions, helping us work together toward our shared goals and always aiming to do the right thing. By living these values, we strive to create a culture of integrity, accountability, and excellence.

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Our Purpose

We deliver data-driven and wildly prescriptive solutions to help “troublemaker” financial institutions achieve top performance and thrive!

Our Values

Our values define us. We embody these values daily, striving for excellence and integrity.

Stronger Together

We leverage our collective talents to be better and do better. Our team complements, supports, and connects so that our results are always greater than the sum of our parts.

Do the Right Thing. Always.

We are the force of good and the model of integrity in everything we do.

Grit

We are lifelong learners who dig deep, seek truth, and share insights so that our teams and clients are left with real-world solutions and tangible benefits.

Own It

Accountability and an expectation that “if it is to be, it’s up to me” permeates the firm and enables a “get it done” culture. 100% ownership / 0% excuses.

Lead with Humility

We treat our team members, our clients, and our partners with the highest level of respect, recognizing our way may not be the only way.

Pay It Forward

Generous sharing of time, effort, and support is key to our belief that helping our clients, our communities, and each other is its own reward.