Cornerstone Advisors has been serving communities in Anchorage, Alaska and Bellevue, Washington since 1984. The firm creates customized investment portfolios based on client objectives. It also offers portfolio design and trust services. The firm manages investments by providing clients with strategic allocation, cash management, municipal bond and taxable bond management, public equity, private equity, real assets, real estate, and alternative investment strategy services. Specific services for families include strategic planning, cash flow strategies, tax management, estate planning, and lifestyle services. The firm hosts a number of events and works with several nonprofits to connect to the community.