What does CFA mean?

Both having attained the Chartered Financial Analyst (CFA) designation, Mark Davidson and Scott Koser hold 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 money. 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 program, and as of 2011, there are fewer than 10 CFA holders in the south Alabama region, where Cornerstone resides. The Chartered Financial Analyst Institute is so highly appreciated because of its members' commitment to ethical standards and strong analytical skills.

Why choose a 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 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. To learn about the different financial advisor designations (including the difference between CFPs and CFA holders), please click here.

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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.