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Why we founded Cornerstone Investment Management & Consulting

The impetus for creating Cornerstone Investment Management & Consulting was both a new philosophy for investment management and the breach of fiduciary duty that was occurring within the industry. Having worked in the industry a combined sixteen years when the firm was formed, we determined there was a better way to serve investment clients than the ways being offered. The financial advice industry is littered with many players--mutual fund firms, websites, magazines, Certified Financial Planner's, "planners", "advisors", "advisers", brokers masquerading as "financial consultants", bank trust departments, insurance brokers, etc. Often, these providers serve as manufacturers' representatives offering primarily investment products from their firm rather than conducting the analysis required to provide their client the proper investment. This is frequently due to the compensation arrangements for the products themselves with their sales representative. Investing can be confusing, and it's frequently not in the interest of the individual selling the products to make the process clear. We're here to be an advocate for clients. Our objective at Cornerstone Investment Management & Consulting is to offer clients professional investment management advice and financial services at reasonable and transparent costs and to serve all clients fairly, regardless of their wealth.

Cornerstone was established as a more fair way to do business with clients in the investments industry. We offer our clients un-biased, independent and professional analysis and advice regarding their entire financial situation with an emphasis on investments. We are driven by the principals of stewardship to our clients and justice in the marketplace. We apply rigorous analytical principals, macro-economic evaluation, and a holistic investment management approach to each account that we evaluate, and we strive to make our costs completely transparent and easy for our clients to understand. Our philosophy at Cornerstone is that clients, whether they have $1000 or $10 million, should pay for quality, professional analysis and not simply access to the financial marketplace, and we offer discretionary investment management, hourly financial planning, and hourly investment advice (investment consulting) to allow clients to choose the proper service for themselves.

The core of what we do is analysis-of the economy, of mutual funds, of individual securities and of client portfolios. We offer all investors the integration of powerful research tools and professional investment managers who daily monitor the economy, market trends and individual securities. And, we are qualified to provide these services to you based on our industry experience, our previous responsibilities and the study of the Chartered Financial Analyst body of knowledge.

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