What we do

Corestone offers its expertise to entrepreneurs, principal investors and private clients and works with clients in various arrangements. As investment firm we are focused to deliver superior investment performance and customer service to meet set goals. As partnership we co-invest along with our clients in selected investments & transactions.

1. Corestone Investment Office

We focus on investment advice, structured asset & wealth planning and manage customized goals-based investment portfolios. Our clients enjoy the same investment quality and sophistication as large institutional investors. In our investment process we combine best attributes of active & passive management, including a dynamic asset allocation approach to manage the downside and opportunistic, theme-based investments to participate in the upside. Importantly, we follow a diversified approach harvesting risk premia from as many sources as possible.

2. Corestone Investment Partners

Corestone as a privately owned investment manager complements its institutional investment capabilities with investment projects & transaction advisory. To address customers’ needs in structuring investment assets, participating in investment transactions or originating investment projects – Corestone Investment Partners’ team supports entrepreneurs, foundations and family offices to execute all these. Examples are privately initiated fund structures, co-investments, seed rounds and investment transaction in clients’ chosen investment opportunities. We emphasize goal-based investing with the best mix of investment strategies while opportunistically selecting ancillary investment projects supporting customers to meet the evolving needs.

Our investment philosophy

We believe that the best way to generate robust performance throughout the business and market cycle requires a holistic investment process.

Long-term focus: Portfolios should provide a steady performance throughout the economic cycle based on a robust asset allocation and harvesting long-term risk premia. We do not believe in short-term market timing.
Diversification: Increasingly complex financial markets require a holistic approach to portfolio management to include as many independent bets as possible, while considering the impact of major risk factors.
Secular market drivers: Fundamental inflection points occur often during major market downturns. We focus our efforts on what will stay the same and what will permanently change, i.e. which themes will drive markets going forward.

Our investment approach

Learn more about how we run portfolios.

Why we are long-term investors, harvesting risk premia while safe-guarding portfolios over economic and financial cycles
What is goals-based investing and how it relates to wealth planning
What makes our way of constructing portfolios special
How we support you with investment transactions and advice
How we can support you in monitoring your investments

Get in touch with us and we would love to show you how we are working and how we can work together.