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Frequently Asked Questions

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 licenses, 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 what products they can sell, rather than by their client’s best interest.

  • Whose investment ideas do you use?
    At Cornerstone, our strengths are original research in finding investments. We monitor a number of proprietary models which allow us to gauge the condition of the domestic and global economy. Next, we form a theme for the macroeconomy to guide us through the investment decision making process. We then review available 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 $150.

  • Does Cornerstone serve as a fiduciary for its clients?
    As CFA holders, 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.

  • Did we answer your question? If not, please contact us.

 

 

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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.