Client Login
Cornerstone Investment Management and Consulting
Cornerstone Investment Management's Analytical Research
  Asset Management Retirement Planning Strong Investment Management Performance Cornerstone Retirement Planning
Who We Are Contact a Financial Planner in Alabama Cornerstone Investment Management and Financial Planning
Scott Koser, CFA Director of Research

Scott M. Koser, CFA

Qualified Experience in Investment Management

 

  • As Cornerstone Investment Management's Director of Research and Chief Compliance Officer, Scott manages the research and analysis of macroeconomics, global asset allocation, and securities. He also manages investment portfolios alongside his business partner, Mark Davidson, as well as researches and deploys new tools and information systems. A second generation investment manager, Scott has developed a passion for economics from his father since childhood.
  • Scott takes pride in his extreme money saving skills and practices this fiscal conservatism both personally and professionally. Scott daily challenges himself intellectually by weighing opportunities and risks for investing, and his philosophy can be summed up by one of his favorite sayings: "We buy winter coats in the summertime and straw hats in the winter."
  • With 24 years investment management experience, Scott served as Vice President, Investment Portfolio Manager, Financial Analyst, and Securities Analyst for 10 years with an institutional money manager in Columbus, GA. While studying for the Chartered Financial Analyst (CFA) tests, Scott met Mark Davidson, who was also a CFA Candidate. They shared similar views of the investment industry and realized their opportunity to create an independent firm, allowing them to perform their own research and portfolio management. Shortly after Scott successfully completed the CFA program, he and Mark established Cornerstone Investment Management and Consulting in Daphne, AL.

Personal

  • Scott lives in Daphne, AL with his wife, Robyn Folsom Koser, LPC, a native of Mobile, and their three children Samuel, Mitchell, and Amelia Grace. Scott enjoys spending his free time with his family outdoors, golfing and salt water, fresh water and fly-fishing.
  • Scott's favorite book: Red Storm Rising by Tom Clancy
  • Favorite finance book: Damodaran on Valuation by Aswath Damodaran
  • Favorite place in the world he's travelled to: Scott really liked Zurich, but it ties with Singapore and Hong Kong. All three have big pros and cons, but if he could escape somewhere and live there forever, Zurich.
  • Where he wants to travel next: Vienna
  • If you could meet anyone in the world alive or dead, who would it be and why? Scott: "I would pay any amount of money to have a 3 bottle of wine dinner with Dr. Alan Greenspan!"
  • Favorite meal: copious amounts of fried oysters
Connect with Scott on
Mark Davidson of Cornerstone Investment Management on LinkedIn
 
 
Home | Contact Us | Who We Are | Our Services | Our Performance | Research | Resources for Investors
Let's Get Started | FAQs
 

Client Login | Site Map Disclaimer/Disclosure/Terms of Service


Follow us on FacebookLikeFollow us on TwitterFollow Connect with Cornerstone on LinkedInWatch Cornerstone Investment Management's YouTube videos on Risk Tolerance

 

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.