Client Login
Financial Planner, Mobile, AL
 Cornerstone Investment Management's Analytical Research
Asset Management Retirement Planning Strong Investment Management Performance Cornerstone Retirement Planning
Who We Are Contact a Financial Planner in Alabama Cornerstone Investment Management and Financial Planning
  • 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's Team: Qualified Investment Managers

Scott Koser, CFA
Director of Research

 

Mark Davidson, CFA

Mark Davidson, MBA, CFA
Director of Investments

Josh Tucker, CFA Candidate Research Associate for Cornerstone Investment Management

Josh Tucker
Research Associate

 

Haden Oswalt Marketing Coordinator

Haden Oswalt
Marketing Coordinator
  • Cornerstone does not sell investments or work for a commission. This is because we are not tied to a mutual fund company, a bank, or 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.
 
 
Home | Contact Us | Who We Are | Our Services | Our Performance | Research | Resources for Investors
Let's Get Started | FAQs
 

Client Login | Site Map | Disclaimer/Disclosure/Terms of Service


Follow us on FacebookLikeFollow us on TwitterFollow Connect with Cornerstone on LinkedInWatch Cornerstone Investment Management's YouTube videos on Risk Tolerance
 

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 United States Securities Exchange Commission and is headquartered in 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(at)csimac.com, or call 251.626.6292. Thank you for visiting our site.