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Cornerstone Investment Management & Consulting promises to deliver professional investment management and hourly financial planning at reasonable costs to our clients across the nation.
Boutique Investment Management
We offer personalized, custom solutions to your investment management goals by understanding your objectives for your investment accounts and tailoring your portfolio accordingly.
We're different
We serve our clients as independent, unbiased investment managers - we are not constrained by sales agreements, commissions or what the "home office" has in inventory that needs to be sold. We are Chartered Financial Analysts who serve our clients as fiduciaries, meaning that we act solely in the interests of our clients.
Research and Performance
At the same time, we pride ourselves in our original research and investment analysis. For examples of some of our research reports, please view the Chartroom, and for details of our investment performance, please click here.
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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.
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