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Cornerstone Investment Management & Consulting

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Cornerstone Investment Management & Consulting

Overview:

Researched Financial Advice with Fiduciary Responsibility

   You need thoughtful financial analysis. Not another sales pitch. Welcome to Cornerstone Investment Management and Consulting, located in the Gulf Coast of lower Alabama.

   Our Principals share a combined 44 years of experience in securities analysis and portfolio management, and both hold the Chartered Financial Analyst (CFA) designation, often considered the top designation for investment professionals.

   We pick securities based on our own investment research. This research goes directly into investment decisions, creating thoughtful analysis for your portfolio and is reflected in our performance.

   What makes us different? We serve as a fiduciary. No commissions. No hidden fees. We are paid solely by our clients, which means we seek the best opportunities in the markets for YOU.

   We want to maintain transparency for our clients and their investment accounts, so we provide customized quarterly statements with our comments on the progress of your account. As a part of the community, we also care about providing educational resources for investing and financial planning.

   Planning for retirement? We offer you an easy retirement calculator that we have designed. This is a first step, but we recommend setting up an initial complimentary interview with us to take a holistic approach for your financial future.

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