Cornerstone Capital Management focuses on providing top-tier financial advisory and investment solutions, maintaining a culture of professionalism and integrity. The firm offers services to both institutions and individuals, ensuring senior-level attention to client relationships. Cornerstone Capital Bank, formed through a partnership between Cornerstone Home Lending and Roscoe Bank, emphasizes service, strength, and stability in its banking operations.

Notable portfolio companies include Modulus Financial Engineering, which has raised $8.45 million, and Shanghai Electric Group, with $400 million raised. The firm is involved in various investment rounds, including post-IPO equity. Cornerstone Capital's investment philosophy centers on achieving financial goals while prioritizing community and client relationships. Key partners bring extensive expertise from their affiliations with leading financial institutions.