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  • The process to begin working with Cornerstone is simple and straightforward, and you are under no obligation until you sign a written contract with us.
  • Next, you can:

1. Email it to us: info(at)csimac.com

2. Mail it to us at:

Cornerstone Investment Management and Consulting

2200 Highway 98, Suite 4 PMB 205

Daphne, AL 36526

3. OR fax it to us at 251.626.6759.
  • When we receive your completed questionnaire, we will schedule an appointment either in our office or over the phone, where we will begin to more extensively begin to understand your financial goals, constraints and resources. Using this information, we develop a customized investment strategy for you that is reviewed at the outset of each meeting we have.
  • Remember, there is no cost or obligation until we provide you a guaranteed estimate and you agree to it in writing. We look forward to helping you reach your financial investment goals!
 
 
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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.