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Frequently Asked Questions
- What parent company do you represent?
We are a privately owned independent investment firm. Because we are not affiliated with any other banks or brokerage firms, we do not sell a "one size fits all" investment product. Our products are customized analysis, advice, and service for each client we represent.
- What is the difference between you and a Broker?
At Cornerstone, we do not have any securities license, which means we cannot legally receive a commission on a buy or sell transaction. Because a broker is compensated by a commission, they are more likely to be motivated by potential commissions, rather than by their client's best interest.
- Whose investment ideas do you use?
At Cornerstone, our strength is original research in finding investments. We monitor a universe of proprietary models which allow us to gauge the condition of the domestic and global economy. Next, we form a theme for the macro-economy to guide us through the investment decision-making process. We then review the universe of securities, further researching the results to determine which investments will have the best return potential.
- How is compensation determined for services?
Investment Management services are compensated by a fee-only percentage of assets under management. Investment consulting services are billed at an hourly rate of $125.
- What are Cornerstone's fiduciary responsibilities?
At Cornerstone, we have a fiduciary responsibility to our clients. This means we will always act in the best interest of our clients when providing financial advice and investment selections.
- You're CFPs, right?
A Certified Financial Planner creates financial plans to help clients reach their financial goals, providing assistance with life insurance, estate planning and taxation. We provide all of the above, along with expert investment research, selection, and management.
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Customized Analysis. Experienced Advice.
InvestwithCornerstone.com
Cornerstone Investment Management & Consulting, LLC, 809-C Daphne Avenue, Suite 102, Daphne, Al 36526. Fee only investment management, hourly financial advice or planning.
Cornerstone is a Registered Investment Advisor (RIA) registered with the U.S. Securities and Exchange Commission (SEC) and based on 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@csimac.com, or call 251-626-6292.
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