Client Login

Uses and Benefits of Our Client Login Service

 

  • Welcome to Cornerstone's online account service! Our system is completely secure, and we hope that you consider this a dependable resource for any information you may want to store online, whether or not it's related to your investment account(s).
  • Not only will we upload your statements here. You can communicate with us this way, especially any time you have confidential information you need to share or store for safe keeping.
  • Also, you can invite your other advisors to access your account to ease and consolidate communication. If you have an accountant, an attorney, etc. you would like to access your account as a third party, we will provide you that service for your convenience. Please email Tammy at tulmer[at]csimac.com to give us your advisor's name and contact information.

Tutorials

 

  • If you ever have questions or comments about this service, please feel free to contact Tammy anytime at 251.626.6292 or tulmer[at]csimac.com.

 

 

 

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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.