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  • CFA Designation CFA Designation Considered the Gold Standard of Investment Management Qualifications by "The Economist," Scott Koser and Mark Davidson perform their own research and analysis.
  • Fee Based Asset Management Fee Based Asset Management Instead of selling you mediocre investment products, we hold a responsibility to put our clients' needs first.
  • Our goal is to give you peace of mind. Our goal is to give you peace of mind. We manage your assets so YOU don't have to. And we update you on what happens in your account as often as you'd like. Your account should be TRANSPARENT to you, so you don't have to wonder what is going on with your investments.

     

Customized and Fee Based Financial Advice

  • Ready to upgrade the management of your assets? Need some better retirement advice? Get started today by letting us know more about your investing risk tolerance.
  • If you choose Cornerstone to manage your investments, you will be getting top quality service directly from two Chartered Financial Analyst Charter holders, and you'll be paying competitive rates. The best of all worlds in investment optimization.
  • We are compensated by a percentage fee of your assets that you delegate us to manage. That's it. As an independent firm, Cornerstone does not make profits by selling you specific funds and trades, and we have no hidden fees, unlike some financial advisors in the industry. To learn more about how much a percentage can affect your investments, please click here.

 

Hourly Financial Advice: Investment Consulting

 
 
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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.