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  • Cornerstone's Principals Cornerstone's Principals Scott Koser and Mark Davidson
  • Mark on a Research Trip to Japan Mark on a Research Trip to Japan Mark and his wife, Lynn
  • Scott at the Hong Kong Stock Exchange Scott at the Hong Kong Stock Exchange

     

Cornerstone Investment Management's Team

Mark Davidson, CFA
  • Cornerstone is not tied to a mutual fund company, a bank, or to the limited proprietary products of one brokerage house or insurance firm. Most "financial advisors" are truly marketing representatives who are being paid by the product they sell you. Often, they are cashing in on hidden fees and recommending funds that offer kickbacks, meaning your needs are disregarded. That's not objective financial advice. It's sales. And that is why Scott and Mark established Cornerstone Investment Management and Consulting in 2003. Both having extensive experience in research and analysis, they saw the need for qualified asset managers who treat their clients with fairness, honesty, and integrity.
  • References are available upon request. If you would like to speak with some of our clients, please contact us.
 
 
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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.