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  • Promote and Practice Integrity Promote and Practice Integrity Respect, trustworthiness, competence, and diligence: in the CFA Institute's Code of Ethics and Standards.
  • Deep-Set in Our Family Morals Deep-Set in Our Family Morals In both our professional and personal lives.
  • Commitment to Fiduciary Responsibility Commitment to Fiduciary Responsibility Your needs come first.

     

Fiduciary Responsibility: What That Means

  • Our reputation within the community is our most valuable commodity and is something over which past and present clients have a considerable amount of control. It is in our best interest as a firm to treat our clients justly and equitably. In addition to our commitment to confidentiality, it is important for you to know that we operate under the Investment Advisors Act of 1940 as well as the CFA Institute Code of Ethics and Standards of Professional Conduct. The aspects of these regulations range from duties to clients to trading practices, including the prohibition of insider trading.
  • As a fiduciary, our mandate is to place your interests as our client above our own. We will not mislead you, whether through manipulating information being presented or by omitting material facts. We will also not put you at any disadvantage with a trade that we conduct, especially placing any trades for accounts where we would benefit by trading before a client.
 
 
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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.