Cornerstone Investment Management & Consulting, Daphne, Alabama
Financial Planning Service
Welcome to Cornerstone Investment Management and Consulting, LLC
Mark Davidson, Scott Koser
Fee Only Investment Advisors working differently
Fee only or Hourly
Fee Only Investment Management
Hourly Financial Planning
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Fee Only Investment Management
Financial Planning Service
Cornerstone Investment Management & ConsultingCornerstone Investment Management & ConsultingCornerstone Investment Management & Consulting
Cornerstone Investment Management & Consulting

Fee-Only Investment Management

We offer peace of mind

Cornerstone offers its clients investment management services, meaning that you delegate the day-to-day management of your investment accounts to Cornerstone.

No more worrying about the details - you have out-sourced this responsibility to professional investment managers.

Professional Investment Managers

The investment managers at Cornerstone are Chartered Financial Analysts, a designation that The Economist called the "gold standard". In addition, we hold ourselves to a fiduciary standard which means that our interests are aligned with your interests. Our registration with the Paladin Registry confirms this.

Investment Performance

At Cornerstone, we offer customized investment accounts (an investment portfolio established just for you) based on our extensive research and original ideas. The result is very strong investment performance over a market cycle.

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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.