You want a trusted advisor.           
We're your advocate.     

Cornerstone Investment Counsel was created with you in mind. With so many money-management firms, brokers, mutual funds, and investment products, the financial industry can be confusing and frustrating.   Our principal partners each bring more than 25 years of experience to keep you focused on what matters. Our goal is to provide clarity, to educate, and to provide an excellent investment experience in a caring and respectful environment.

Our mission is to deliver an excellent and cost-efficient investment experience, along with comprehensive wealth management services, to entrepreneurs, business owners, professionals, families and individuals who seek to achieve financial freedom.

We focus on managing risk.  We build well diversified, goal-driven portfolios utilizing scientifically constructed, multi-factor investment vehicles and apply disciplined processes to provide consistent portfolio management. We do not believe that market-timing, stock-picking, or sector rotation are strategies that can be successful over time. Instead of trying to outsmart the markets, we embrace them and efficiently maximize returns for the level of risk taken.  All for one transparent fee.