Scott M. Koser, CFA

As Cornerstone Investment Management's Director of Research and Chief Compliance Officer, Scott manages the research and analysis of macroeconomics, global asset allocation, and securities. He also manages investment portfolios alongside his business partner, Mark Davidson, as well as researches and deploys new tools and information systems. A second generation investment manager, Scott has developed a passion for economics from his father since childhood.

Scott takes pride in his extreme money saving skills and practices this fiscal conservatism both personally and professionally. Scott daily challenges himself intellectually by weighing opportunities and risks for investing, and his philosophy on investing can be summed by one of his favorite sayings: "We buy winter coats in the summertime and straw hats in the winter."

Qualified Experience in Investment Management

With 19 years investment management experience, Scott served as Vice President, Investment Portfolio Manager, Financial Analyst, and Securities Analyst for 10 years with an institutional money manager in Columbus, GA. While studying for the Chartered Financial Analyst (CFA) tests, Scott met Mark Davidson, who was also a CFA Candidate. They shared similar views of the investment industry and realized their opportunity to create an independent firm, allowing them to perform their own research and portfolio management. Shortly after Scott successfully completed the CFA program, he and Mark established Cornerstone Investment Management and Consulting in Daphne, AL.

Education

Auburn University, Graduated with a Bachelor's in Finance in 1992. While at Auburn, he served as a co-op student with the Norfolk Southern Company (NYSE: NSC) and was co-founder of the Auburn Chapter of the Association of Collegiate Entrepreneurs.

Scott earned his Chartered Financial Analyst (CFA) designation in 1997 (qualifications to earn the CFA designation include 3 rigorous tests and 4 years qualified experience).

Community Involvement

Atlanta Society of Financial Analysts (ASFA), Member

Eastern Shore Chamber of Commerce, Member and past Chair of the Research and Technology Park Task Force. A lifelong advocate for economic development, Scott's efforts with the task force resulted in a $70,000 grant from the USDA, which allowed the Chamber to hire George, Henry, George Partners to prepare a report detailing the proof of concept for a Research and Technology Park based on the Eastern Shore of Mobile Bay.

Daphne/ Spanish Fort Rotary Club, Past President

Fairhope United Methodist Church, Past Finance Committee Chairman and Past Endowment Fund Trustee

Supporting Education Enrichment in Daphne's Schools (SEEDS), 2011-2012 Board member

Leader of several international missions' teams

Personal

Scott lives in Daphne, AL with his wife, Robyn Folsom Koser, a native of Mobile, and their three children Samuel, Mitchell, and Amelia Grace. No family is complete without a Labrador Retriever, Professor Honey Graham (named for Ben Graham, the "Father" of securities analysis), and their cat, Pickle. Scott enjoys spending his free time with his family outdoors, golfing and salt water, fresh water and fly-fishing.

Scott's Resume

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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.