![]() In addition to gaining Cornerstone's wealth management practice, Vivaldi has also become the General Partner of Cornerstone Diversified Portfolio, a private fund primarily invested in Real Estate strategies. As of their latest SEC filing, Cornerstone managed $182 million in client assets. "We could not hope for a better match in core values and Vivaldi brings significant depth from an investment and technology perspective that will be a direct benefit to our clients."įounded in 1999, Cornerstone has primarily served families in the San Diego area through a multi-family office approach. ![]() "I am confident that we are joining the very best Registered Investment Advisor in the country for Cornerstone and our clients," said Chris Meacham, founder of Cornerstone. With the addition of Cornerstone on October 1, 2020, Vivaldi's assets under management are expected to top $3 billion. Both Cornerstone and Vivaldi are noted as independent fee-only investment advisors with significant expertise in alternative investments. Vivaldi is headquartered in Chicago with regional offices in San Francisco and Cleveland. ![]() 22, 2020 /PRNewswire-PRWeb/ - Vivaldi Capital Management, LLC ("VCM"), a privately-owned wealth management firm, is pleased to announce the acquisition of San Diego based Cornerstone Wealth Management. ![]()
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