Fiduciary standard
We're legally and ethically bound to act in your best interest.
Academic Investing principles
We invest based on academic research instead of predictions or gut feel.
SEC-registered investment adviser
Serving families since 2008
Paid through advisory fees
Fiduciary advisors
Family strategy and coaching
Meet William
Investment Advisor · Grand Rapids, MI
William works with families in West Michigan out of our Grand Rapids office, and he's a Ramsey Trusted SmartVestor Pro.
- Fiduciary
- Ramsey Trusted SmartVestor Pro
Ramsey Trusted SmartVestor Pro is a designation from Ramsey Solutions. Advisers pay to participate in the SmartVestor program, and the designation is not an independent rating of an adviser's skill or investment results.
Schedule your discovery callOur process
Our investing principles come from Nobel Prize-winning research. Getting started takes three steps.
Step 1
Discovery call
A 15-minute call to talk through your goals and see if we're a fit.
Step 2
Consultation
We'll meet and walk you through how Academic Investing works.
Step 3
Portfolio analysis
We compare your current portfolio with one built on these academic principles.
How Cornerstone works
Academic Investing
We build portfolios on research instead of predictions. We own thousands of companies, keep costs low, and lean toward smaller, lower-priced and more profitable companies. Those tilts can lag the market for years.
Paid through advisory fees
We're paid by our clients through advisory fees. We don't earn commissions on products. You always know what your fee is and what it covers.
Coordinated family strategy
We look at your investments, taxes, estate documents and insurance together, so a decision in one doesn't cause a problem in another.
What your money is for
We help you decide what it's for, such as giving or leaving a legacy, and plan around that along with growth.
One advisor who knows your family
You work with the same advisor every year, and they know your family.
Pick a time with William
Choose a time below for a free 15-minute call with no commitment. You can also open the calendar in a new tab.