Dba, Cornerstone Investment Counsel

Overview

Cornerstone Investment Counsel operates as a sole-proprietorship advisory practice focused on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and manages a compact book of clients, favoring liquidity and capital preservation in its allocations. Filings show a heavy cash position relative to total assets and routine use of mutual funds and corporate debt for core exposures. The adviser’s disclosure also indicates the ability to allocate to third-party external alternative investment managers, though no specific managers or strategies are listed, which suggests the firm can supplement traditional mutual fund and bond holdings with outside alternative fund vehicles when appropriate. The practice is not positioned as an ESG-first manager, is not a multi-state adviser, and does not operate as a pension consultant or related adviser. Given the sole-proprietor structure and client base (individuals and families), investment decisions appear tailored to smaller, relationship-driven accounts with an emphasis on liquidity and straightforward fixed-income and fund solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices