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Who We Are Contact a Financial Planner in Alabama Cornerstone Investment Management and Financial Planning
  • Chartered Financial Analyst (CFA) Designation Chartered Financial Analyst (CFA) Designation Considered the most prestigious designation for investment advisors.
  • Intensive Research and Analysis Intensive Research and Analysis Big picture macroeconomic research and equity analysis.
  • Gold Standard of Investment Professionals Gold Standard of Investment Professionals Scott Koser and Mark Davidson

     

CFA = Chartered Financial Analyst

  • Both having attained the Chartered Financial Analyst (CFA) designation, Mark Davidson and Scott Koser hold what is considered the most prestigious designation an investment professional can achieve. This designation also binds them to a stringent code of ethics and standards of practice, which translates into Cornerstone putting your needs above our own when it comes to your financial future. According to The Economist, the CFA Institute is regarded worldwide as the Gold Standard of Registered Investment Advisors (RIAs). Only 1 in 5 candidates successfully completes the CFA program, and as of 2015, there are fewer than 10 CFA Charter holders in the south Alabama region, where Cornerstone resides. The Chartered Financial Analyst Institute is so highly regarded because of its members' commitment to ethical standards and strong analytical skills.

Why choose a CFA Charterholder? Our primary focus areas include:

 

  • Ethics
  • Economics
  • Statistics
  • Equity Analysis

 

  • Fixed Income Analysis
  • Financial Statement Analysis
  • Portfolio Management
  • Derivative Evaluation
  • The materials covered in the process for earning the Chartered Financial Analyst degree require hundreds of hours of preparation for each examination, and four years investment professional experience are required to receive the designation. The CFA charter is viewed as the equivalent to a CPA for accountants, a JD for attorneys, and an MD for medical practitioner.
  • There are several licenses for individuals practicing in the financial services industry; it is important for you to distinguish among them to determine which services its holders are qualified to provide. The Chartered Financial Analyst curriculum is the only professional program that trains individuals to evaluate individual securities and manage an investor's portfolio. There are at least 76 financial advisor designations out there: make sure you know what you sign up for.

 

 

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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)csimac.com, or call 251.626.6292. Thank you for visiting our site.