Cornerstone Investment Management and Consulting, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$76,141,502
Clients
70
Advisors
2
of 3 employees
About
Cornerstone serves individual investors, trusts, foundations, and endowments with both hourly investment consulting and ongoing discretionary investment management. The firm offers tailored portfolios and permits written client limits on investments, with client reporting and custody handled through third‑party custodians.
The firm’s investment process combines top‑down macroeconomic analysis, quantitative screening (using sources such as FactSet and Ned Davis Research), thematic research, and bottom‑up security selection to construct customized portfolios across a spectrum from Conservative Income to Growth. Its new Aggressive Growth offering departs from the firm’s standard discipline: it is a high‑turnover, leveraged‑ETF strategy that uses a daily risk‑budget tied to an internal “Index of Greed & Fear” and is described in the brochure as volatile and suitable only for appropriate investors.
Compared with peers of similar size (roughly $87 million in assets and two advisors), Cornerstone is notable for adding a specialist leveraged‑ETF strategy and for the level of performance reporting it provides to clients — quarterly packages explicitly include Performance & Asset Summaries and detailed Performance Reports. The firm also documents proxy‑voting practices that limit votes to its ten largest holdings and maintains a secure client portal for delivery of statements and reports.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.10% $1,000,001+: 0.90% $0+: 2.0% (Aggressive Growth strategy)
$285 per hour for Investment Consulting
Account minimum: $200,000 Minimum fee: $2,000 per annum or $500 quarterly (minimum investment management fee) Fee-only: Investment consulting at $285 per hour
Main office
2210 Main Street, Suite E
Daphne AL 36526
Advisors at this office
2
Most active in
Alabama · Florida · Georgia · Louisiana · Texas
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Scott K
CFA®, Series 65
Daphne, AL
Cornerstone Investment Management and Consulting, LLC
Scott Koser is a CFA® charterholder and holds a Series 65 license, with 23 years of industry experience. He has been with Cornerstone Investment Management and Consulting, LLC since 2003. Cornerstone Investment Management and Consulting provides discretionary investment management and project-based consulting services to individuals, trusts, foundations, and endowments. The firm employs a combined top-down and bottom-up investment approach, utilizing quantitative screening and thematic research to manage portfolios aligned with client-specific investment policies.
Mark D
CFA®
Daphne, AL
Cornerstone Investment Management and Consulting, LLC
Mark Davidson is a CFA® charterholder with 23 years of industry experience. He has been with Cornerstone Investment Management and Consulting, LLC since 2003. Cornerstone Investment Management and Consulting provides discretionary investment management and project-based consulting to individuals, trusts, foundations, and endowments. The firm combines a top-down macroeconomic framework with bottom-up security selection, employing quantitative screening and thematic research to manage client portfolios according to customized investment policy statements.
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