Site Map

Why we founded Cornerstone Investment Management and Consulting
Introduction to the firm
Site Description
Form ADV (investment advisor legal disclosure document)

Charitable Giving
Smart Charitable Giving

Chartroom
China Research Report, November 2008
Capital Markets Expectations
Chart of the month
Monthly Chartbook
Prior Month Chartbook
Summary of Market Returns
Commentary on Corporate Capitalism and its Challenges
Special Studies

Cornerstone University
European Research Trip, May 2006

Calculators
Retirement Planning Calculator, Free! Simple, Fast, Complete!
Financial Planning Challenge, find out the effect of hidden fees and investment expenses

CFA Designation
Why Select a CFA as your investment advisor?
Cornerstone's principals view of the CFA
CFA Defined
CFA Institute

Contact us!
Contact Us
Our location

Financial Planning Service
What difference does 1% make?
Financial Planning made easy! (strong foundations for building wealth)
Hourly Financial Planning Service
Hourly financial advice
Examples of hourly financial advice

Getting Started
Download our client questionnaire today (ADOBE ACROBAT REQUIRED)
Glossary of Terms

How to find a finacial advisor
CFA Institute Guide
SEC Guide
Finding an advisor you can trust
Questions to ask an financial advisor
How we work with clients
The differences between a broker and an advisor

Important Disclosure
Disclaimer/Disclosure
Ethics Statement
Privacy Pledge
Request Performance

Investment Management
Investment Management
Process and philosophy
What difference does 1% make?
Socially Responsible Investing
Paradox of Stocks
Why Value?

Mutual Fund Investing and Articles
Expenses Matter!
Sometimes unloved funds do well
Editiorial by John Bogle

Personal Finance Tips
A great way to keep up with your passwords
The smart way to buy a used car
Making better vacation decisions
Year end financial tasks
Investment account paperwork -- what to keep, what to throw away
Your Credit Score and you, steps to protect your financial future
Ten Tax Time Tips
Steps to prevent ID theft
Keeping your personal information on your computer safe
Our favorite bookmarks/links/urls
Our Guide to Voting Proxy Statements
Performance chasing....an investors enemy

Who we are
Who we are
Mark Davidson, CFA
Mark's Resume
Scott Koser,CFA
Scott's Resume

401k Advice
Is your 401k set for self destruct?
You: The biggest threat to your nest egg!
Key Questions
Hidden fees are stealing your nest egg!
Seven deadly sins

Site Map | Disclaimer/Disclosure

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.