You need thoughtful analysis. Not another sales pitch.

Welcome to Cornerstone Investment Management and Consulting, located in the Gulf Coast of lower Alabama.

Our Principals share a combined 33+ years of experience in securities analysis and portfolio management, and both hold the Chartered Financial Analyst (CFA) designation, the top designation for investment professionals.

We want to maintain transparency for our clients and their investment accounts, so we provide customized quarterly statements with comments on the progress of your account. As a part of the community, we also care about providing educational resources for investing and financial planning.

What makes us different? We serve as a fiduciary. No commissions. No hidden fees. We are paid solely by our clients, which means we seek the best opportunities in the markets for YOU.

We pick securities based on in-house research. This research goes directly into investment decisions, creating thoughtful analysis for your portfolio. This means you don't get put in the same set of mediocre mutual fund ideas as everyone else, and our performance reflects this.

Please click here to calculate what you need to retire, and how long it will take.

Ready to upgrade the managements of your investments and open an account with us? Let's get started today! First, please fill out our Client Questionnaire.

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Independent fee-based investment management advisor, retirement planning.

Cornerstone Investment Management and Consulting, LLC, 809-C Daphne Avenue, Suite 102, Daphne, Alabama 36526. Fee-based investment management, hourly financial advice and planning. Cornerstone is a Registered Investment Advisor (RIA) registered with the United States Securities Exchange Commission and is headquartered in the Eastern Shore of Mobile Bay in Daphne, Alabama.

For more information about our firm, or to receive a copy of our disclosure form ADV, please email us at info(at)csimac.com, or call 251.626.6292. Thank you for visiting our site.