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  • Our interaction with you is critical to the investment process. After getting started and designing a customized investment strategy for you, we have your instructions for the management of the account. You delegate that responsibility to us, and we provide information and receive your feedback on any necessary changes. It's that simple.
  • Our philosophy for the selection of investments has been honed over years of studying the markets to determine what works long-term versus what worked yesterday and may (or may not) work today.
  • While we use equity and income investments to make up a percentage of the portfolio, we also use¬†exchange traded funds (ETF)¬†to provide exposure to both broader diversification opportunities as well as targeted investment ideas. In our financial analysis we carefully choose those markets and industry sectors we feel have the best long-term potential based on their present valuation.
 
 
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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.