Dennis Channer is a CFP® professional with 25 years of industry experience and has been with Cornerstone Investment Advisors, LLC since 2001. He holds a Series 63 license and is based in Boulder, Colorado. Outside of his advisory role, he is a member of The Private Trust Consortium, LLC, where he provides fiduciary support services. Cornerstone Investment Advisors offers comprehensive financial planning and investment advisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs strategic asset allocation grounded in Modern Portfolio Theory and constructs globally diversified portfolios using a range of investment vehicles, implementing client objectives through written investment policy statements, ongoing monitoring, and periodic rebalancing.

David Darmour is a CFP® and CFA® with 25 years of experience at Cornerstone Investment Advisors, LLC in Boulder, CO, where he has worked since 2001. He is also involved with TFA Holdings, LLC, providing fiduciary support services related to business administration and tax filings. Cornerstone Investment Advisors offers financial planning and investment advisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach based on Modern Portfolio Theory and constructs globally diversified portfolios across multiple asset classes, implementing client objectives through written investment policy statements and ongoing portfolio management.