Trust Services
401k Sponsorships
IRA Retirement Plans
The South Dakota Advantage
Build, Manage, and Preserve Wealth for Generations to Come
Cornerstone Private Asset Trust Company, LLC, is boutique trust company that helps businesses and individuals implement estate planning goals and transition wealth from one generation to the next. It provides services above and beyond those of a traditional trust company by focusing on the individual nature of each client and their long-term goals.
An independent public trust company based in Sioux Falls, South Dakota, Cornerstone provides unique tax advantages to its clients as well as a wide variety of specialized trust services, including trusts under wills as well as dynasty, charitable, revocable living trusts.
In the retirement plan area, Cornerstone develops plans to meet the needs of the employees, the company and the owners. It specializes in working with business owners who excel at running their businesses, but do not want to be experts in retirement planning. Cornerstone works as a retirement planning partner keeping business owners informed on the status of their plans as well as their fiduciary responsibility as the plan sponsor of the company’s retirement program.
Contact Us
Helpful Content

Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.

Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.

Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
View all articles 
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
View all calculators 
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations 
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.