Did you know? Only 1 in 5 financial advisors who begin the Chartered Financial Analysts Program earn the elite designation. Extensive Market Analysis Scott and Mark perform their own thorough macroeconomic research and equity analysis. Fee Based Investment Management Scott and Mark do not make commissions, and there are NO hidden fees.
Commitment to Fiduciary Responsibility Ethics are Cornerstone's priority while managing CUSTOMIZED investment portfolios for our clients. You need thoughtful financial analysis. Not another sales pitch. Welcome to Cornerstone Investment Management and Consulting, located in the Gulf Coast of lower Alabama.
Commitment to Fiduciary Responsibility Ethics are Cornerstone's priority while managing CUSTOMIZED investment portfolios for our clients. You need thoughtful financial analysis. Not another sales pitch. Welcome to Cornerstone Investment Management and Consulting, located in the Gulf Coast of lower Alabama.
Services
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.
CFA Designation Considered the Gold Standard of Investment Management Qualifications by "The Economist, " Scott Koser and Mark Davidson perform their own research and analysis. Fee Based Asset Management Instead of selling you mediocre investment products, we hold a responsibility to put our clients' needs first.
At Cornerstone Investment Management, we do our homework because we must have a global view to serve and protect our clients. Opportunities for investment return always exist, but often in different places at different times. Interested to learn about Cornerstone's investment style and research process?
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