What Asset Managers Should be Doing: Research

• We do our homework because we must have a global view to serve and protect our clients. Opportunities for return always exist, but often in different places at different times. Interested to learn about Cornerstone's investment style?

• Our investment managers hold the Chartered Financial Analyst (CFA) designation, and we have access to intensive research databases. This enhances our resources and allows us to provide you with more skilled analysis.

• Every quarter, Cornerstone provides to our clients and friends a Chartbook summarizing our research and conclusions for the previous quarter. We strive to keep clients and the community informed about what's happening in their account(s) and in the economy at large.

• At Cornerstone Investment Management, we spend our time researching current and future economic markets to optimize your investment portfolio, not calling you up on the phone every other day to sell you this or that financial product du jour. Are you ready for your investments to be managed by a firm whose strengths include thoughtful, original research?

• Every year, Cornerstone takes research trips to observe first-hand what opportunities exist for our clients, both nationally and globally. These research trips provide Cornerstone highly qualititative insight into the bigger picture. Some reports from our trips include:
  

  • Central Europe, February 2012
  • Japan, March 2011
  • Mongolia, March 2011
  • Iowa/ Corn, February 2011
  • China, November 2008
  • Switzerland, Belgium, Amsterdam, and Germany, May 2006

• Please click here to see a list of blogs and journals that Mark Davidson and Scott Koser read to grasp the macroeconomic big picture.

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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.