CRD: 124322
Cornerstone Investment Management AND CONSULTING,LLC
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Oak northHorizon catalyst
- Established Date
- 03-10-2003
- Office Locations
- 1
Office Locations
About Cornerstone Investment Management AND CONSULTING,LLC
Cornerstone Investment Management and Consulting, LLC is a Daphne, Alabama RIA serving retail and institutional clients with discretionary portfolio management and portfolio construction. The firm emphasizes asset allocation using ETFs and investment-grade fixed income, and also provides insurance-related planning support. Custody includes Charles Schwab and Interactive Brokers, and the team uses Orion for portfolio management/reporting.
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Investment Themes
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Platform
Services
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Owner & Executives
MARK ELLIS DAVIDSON MR.
Director, Managing Member
- CRD
- #4620630
- Ownership
- 50% but less than 75%
SCOTT MITCHELL KOSER
Chief Compliance Officer, Director, Managing Member
- CRD
- #4380622
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,539,303 | $422,591 |
| Non-Discretionary | $52,524 | -- |
| Total | $86,591,827 | $422,591 |
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Separately Managed Accounts
Total SMA Asset: $86,591,827
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $627,013,901 | 19.3% |
| Cash | $1,679,617,548 | 51.7% |
| Corporate - Investment Grade | $942,145,240 | 29.0% |
| Total | $3,248,776,689 | 100.0% |