Cornerstone Investment Counsel was created with you in mind.
With hundreds of money-management firms, thousands of mutual funds, and tens-of-thousands of advisors and brokers, the financial industry is a daunting labyrinth of marketing hype and conflicting advice.
We're here to help guide you past all that and keep you focused on the things that matter.
Independence Matters
We work for our clients and only our clients. We do not receive trailer fees or commissions for selling products or securities. We are not financially motivated to generate transactions.
We serve as your advocate, constructing unbiased portfolios to suit your individual needs. And our success is a direct function of your success.
Costs Matter
Minimizing fees, taxes, and transaction costs are imperative in order to achieve investment goals.
While investors are usually well aware of the fees they pay (at times, too much so), taxes and transaction costs also matter. For example, if you start with an original investment of $1,000,000 and an expected return of 7%, then reduce costs by 1% (thus increasing expected return to 8%), you would save an additional $1,000,000 (the equivalent amount of your original investment) in just 22 years.
Process Matters
- Science includes utilization of Fama & French's Three Factor Model.
- Discipline means employing quantitative strategies and controlling the things you can control. It does not allow for subjective decisions, market-timing, or chasing returns.
- Patience means trusting your processes and remaining focused on long-term objectives.
Expertise Matters
- Scientific approach
- Commitment to their mandate (no style drift)
- Discipline to adhere to a proven management strategy
- Consistent performance
- Focus on long-term objectives
In other words, we hire managers that fit our process.
You Matter
We provide comprehensive wealth management services as unique as you are.
Because you matter.
