Cornerstone Investment Services was started in 1995 as a fee-only, registered investment advisor (RIA) to help individuals and retirement plan fiduciaries reach their goals by providing unbiased, sound consulting and investment management in an objective, ethical, informed, and service-minded manner.
Cornerstone sells no products and accepts absolutely no commissions or third-party payments. Dave Hoshour, president, is an accredited investment fiduciary (AIF) and Professional Plan Consultant (PPC) and has been managing client investments since 1985, providing companies with sound retirement plan reviews, investment management and consulting in Charlotte, NC and across the USA.
Cornerstone sells no products and accepts absolutely no commissions or third-party payments. Dave Hoshour, president, is an accredited investment fiduciary (AIF) and Professional Plan Consultant (PPC) and has been managing client investments since 1985, providing companies with sound retirement plan reviews, investment management and consulting in Charlotte, NC and across the USA.
Services
Point out problems with potential to cost you personally, sometimes called a fiduciary risk audit (Every company has at least one fiduciary, normally senior executives and/or owners). Help you write a plan investment policy statement (IPS) with proper implementation and monitoring compliant with fi360 fiduciary standards.
I consult and/or manage assets for clients by setting and working toward defined client goals within the client's comfort level. I manage their accounts as I believe they would if they had the time, interest, expertise and experience. As a Christian, I am called to be a kind servant to my clients, maintaining a healthy work ethic and a high standard of ethics.
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