A complete list of active advisors currently associated with DBA, Cornerstone Investment Counsel

Warmer can help you find a great advisor at DBA, Cornerstone Investment Counsel or one who fits your needs even better.

Cornerstone provides discretionary investment management to individuals, trusts, individual retirement accounts and profit-sharing plans, overseeing approximately $5.06 million for roughly 21 clients. The firm primarily constructs portfolios using no-load mutual funds and exchange-traded funds and also offers advice on selecting other money managers. Its investment process combines quantitative manager screening (including Morningstar and firm-provided performance data), direct conversations with fund portfolio managers, and technical analysis; strategies can include mutual funds, ETFs, Defined Outcome (buffer) ETFs, and, in special situations, individual equities or bonds. Cornerstone conducts internal reviews at least monthly and furnishes clients with written reports showing performance, holdings and transactions. Notably, the firm emphasizes the use of Defined Outcome (buffer) ETFs as a deliberate way to seek controlled market exposure, with a plan to maintain a diversified group of funds with staggered outcome periods and caps. The brochure also discloses the absence of a written code of ethics and that the adviser manages a personal IRA similarly to client accounts, which are operational details that differ from many peers.

To learn more about the advisors currently working at DBA, Cornerstone Investment Counsel, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.