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  • Our interaction with you is critical to the investment process. After getting started and designing a customized investment strategy for you, we have your instructions for the management of the account. You delegate that responsibility to us, and we provide information and receive your feedback on any necessary changes. It's that simple.
  • Our philosophy for the selection of investments has been honed over years of studying the markets to determine what works long-term versus what worked yesterday and may (or may not) work today.
  • Based on our years of experience and years of study, we believe the most consistently successful investment style is relative value, considering the price of a stock relative to the market and relative to how it has been priced in the past. Why? Please also see the PDF listed above for further explanation.
  • While we use equity and income investments to make up a percentage of the portfolio, we also use exchange traded funds (ETF) to provide exposure to both broader diversification opportunities as well as targeted investment ideas. In our analysis we carefully choose those markets and industry sectors we feel have the best long-term potential based on their present valuation.
 
 
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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.