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Who We Are Contact a Financial Planner in Alabama Cornerstone Investment Management and Financial Planning
  • Did you know? Did you know? Only 1 in 5 financial advisors who begin the Chartered Financial Analysts Program earn the elite designation.
  • Managing Assets Since 2003 Managing Assets Since 2003 Scott Koser and Mark Davidson
  • Extensive Market Analysis Extensive Market Analysis Scott and Mark perform their own thorough macroeconomic research and equity analysis.
  • Fee Based Investment Management Fee Based Investment Management Scott and Mark do not make commissions, and there are NO hidden fees.
  • Commitment to Fiduciary Responsibility Commitment to Fiduciary Responsibility Ethics are Cornerstone's priority while managing CUSTOMIZED investment portfolios for our clients.


Researched Financial Advice with Fiduciary Responsibility

  • You need thoughtful financial analysis. Not another sales pitch. Welcome to Cornerstone Investment Management and Consulting, located in the Gulf Coast of lower Alabama.
  • 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.
  • Planning for retirement? We offer you an easy retirement calculator that we have designed. This is a first step, but we recommend setting up an initial complimentary interview with us to take a holistic approach for your financial future. Please contact us today!
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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 Alabama Securities Commission and is headquartered in the Eastern Shore of Mobile Bay in Daphne, Alabama. Cornerstone is also registered in Florida, Georgia, Louisiana and Texas and permitted to service other states by de minimus exemption.

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