Fee-Only Investment Management
What is keeping you from reaching your investing goals? A lack of time and know-how? A lack of cohesiveness between you and your current advisor? Whatever the reason, we can help. We combine your goals with our expertise to create a customized strategy for your accounts.
Cornerstone's Investment Management Formula
We gather your account information through our Client Questionnaire and Interview to help us assemble a customized portfolio for your financial objectives.
+
We then combine our expertise of observing changes in the economy with your financial goals and expectations to determine the best strategy for your accounts.
=
We provide performance-driven, unbiased advice through account performance and regularly scheduled portfolio reviews to achieve your goals for account growth and customer service.
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) 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 advrequest@csimac.com or call 251-626-6292.
Customized Analysis. Experienced Advice.
Investwithcornerstone.com
|
