Cornerstone Investment Counsel

At Cornerstone Fiduciary Wealth Management, we believe that everyone deserves trusted financial advice that is tailored to their unique needs and goals. As a fiduciary, we are committed to delivering cost-effective investment strategies and comprehensive wealth management solutions that empower our clients to achieve financial freedom.

Our Mission

Our mission is to transform the investment experience by focusing on our clients' needs and advocating for their best interests. We believe that everyone deserves clarity and transparency in their financial journey, and we strive to provide a personalized approach that is free from bias and conflict.

Our Story

Cornerstone was founded in 2003 by Gary Cooper and Mike Gilchrist, two seasoned professionals with a passion for putting clients first. After observing the collapse of the tech bubble in 2000, we realized that many national firms were not acting in their clients' best interests. We decided to take a different approach, cutting out the middleman and bringing institutional money management practices to individual investors. Our goal was to provide a more client-focused and cost-effective experience, and we've been committed to that mission ever since.

Our Firm

We created Cornerstone because we saw a need for transparency and honesty in the financial industry. We believe that everyone's financial situation is unique, and that listening to our clients and understanding their needs is essential in creating a plan that works for them. Our team of experienced professionals is dedicated to providing customized comprehensive plans that include financial planning, estate planning, investment management, and insurance. Our goal is to educate, to provide transparency, and to deliver an excellent investment experience in an open, caring, and respectful environment.

Our Methodology

We take a scientific approach to investing, believing that discipline and patience are the keys to successful investing. We build diversified, goal-driven portfolios utilizing scientifically constructed, multi-factor investment vehicles and apply disciplined processes to provide consistent portfolio management. We also believe that minimizing costs is an important part of our process, as fees, taxes, transaction costs, MERs, and other charges can act as headwinds to our clients' financial goals.

Our Services

At Cornerstone, we offer a range of services designed to help our clients achieve financial freedom. These include:

• Investment Management: We take a holistic approach to investment management, considering our clients' entire financial situation and goals when creating customized portfolios.
• Wealth Management: Our comprehensive wealth management solutions are designed to help our clients achieve financial freedom, whether that means traveling, exploring new opportunities, or simply not worrying about finances.
• Insurance: We offer a range of insurance products and services, from life insurance to disability insurance, to help our clients protect their wealth and their loved ones.
• Business Planning: Our team of experts can help business owners develop a comprehensive business plan that aligns with their goals and objectives.

Our Team

Our team of experienced professionals is dedicated to providing trusted financial advice and personalized service to our clients. Our founding partners, Gary Cooper and Mike Gilchrist, each bring more than 30 years of experience in all aspects of investment and wealth management. Our team includes portfolio managers, financial planners, tax and estate specialists, insurance specialists, and business succession and planning teams, all of whom are in-house at Cornerstone.