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Cornerstone Investment Advisors, Inc. is a Wealth Management company helping clients manage all aspects of their personal investments and finances. We serve as your liaison to all issues relating to your financial well being. We are here to help simplify your financial picture, and save you time and money in dealing with your financial affairs. Cornerstone has been in business since 1994. In addition to managing your investments, we use our Wealth Analyzer.

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Cornerstone Investment Advisors, Inc.

David Coleman

PO ●●● 50

Cu●●ng , GA, 30028

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1.77●●●●5007

DT●●●●●●●@aol.com

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Cornerstone Investment Advisors, Inc.

David Coleman

PO ●●● 50

Cu●●ng , GA, 30028

US

1.77●●●●5007

DT●●●●●●●@aol.com

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Cornerstone Investment Advisors, Inc. is a Wealth Management company helping clients manage all aspects of their personal investments and finances. We serve as your liaison to all issues relating to your financial well being. We are here to help simplify your financial picture, and save you time and money in dealing with your financial affairs. Cornerstone has been in business since 1994. In addition to managing your investments, we use our Wealth Analyzer.

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Home | cornerstoneinvestmentadvisors.com Reviews

https://cornerstoneinvestmentadvisors.com

Cornerstone Investment Advisors, Inc. is a Wealth Management company helping clients manage all aspects of their personal investments and finances. We serve as your liaison to all issues relating to your financial well being. We are here to help simplify your financial picture, and save you time and money in dealing with your financial affairs. Cornerstone has been in business since 1994. In addition to managing your investments, we use our Wealth Analyzer.

INTERNAL PAGES

cornerstoneinvestmentadvisors.com

1

Our Mission

http://www.cornerstoneinvestmentadvisors.com/our_mission.htm

We are different than most of our competitors, and it's very important that clients understand exactly what our Mission is. Why are we in this business? To help answer that question, here is a simple macro outline of our Mission statement:. To eliminate the conflict of interest that exists between most Client / Financial Advisor relationships. To ensure you know exactly where you are heading with your entire Financial Plan. If you don't know where that is, you might wind up someplace else! Although all c...

2

Investment Strategy

http://www.cornerstoneinvestmentadvisors.com/investment_strategy.htm

To pinpoint what your asset allocation should be. The independent research firm of Ibbotson Associates (a subsidiary of Morningstar) conducted a research study on the importance of these three major determinants of portfolio performance. The results sent shockwaves throughout the financial community. And many Investment Advisors just turned the other cheek to help justify their existence. The results show the importance of the three major determinants of portfolio performance as follows:. ETF's). The...

3

Home

http://www.cornerstoneinvestmentadvisors.com/index.htm

Cornerstone Investment Advisors, Inc. is a Wealth Management company helping clients manage all aspects of their personal investments and finances. We serve as your liaison to all issues relating to your financial well being. We are here to help simplify your financial picture, and save you time and money in dealing with your financial affairs. Cornerstone has been in business since 1994. In addition to managing your investments, we use our Wealth Analyzer.

4

Fees

http://www.cornerstoneinvestmentadvisors.com/fees.htm

Cornerstone charges a quarterly management fee, based on the value of your investment account on the last business day of each quarter. Accounts are billed at the beginning of every quarter, and the fees are deducted directly from each account. The annual. Percentage rate is as follows:. 150% on accounts under $ 200,000. On accounts over $ 200,000. 125% on the first. $ 500,000. 100% on the next.$ 500,000. 075% on amounts over.$1,000,000. The primary services we provide for the management fees charged are:.

5

The Wealth Analyzer

http://www.cornerstoneinvestmentadvisors.com/wealth_analyzer.htm

The Wealth Analyzer is not designed solely to help manage your investment assets. It's designed to help with your entire Financial Plan, and assist in developing strategies to help you achieve all your financial goals! Even though the Wealth Analyzer covers most areas of your financial picture, some of the more common ones are:. Identifying the details of your Retirement Goals. Pinpointing the results of your Risk Profile as it pertains to investments. Analyzing your Budget and Savings goals. The Wealth ...

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cornerstoneinvestmentadvisors.com

Home

Cornerstone Investment Advisors, Inc. is a Wealth Management company helping clients manage all aspects of their personal investments and finances. We serve as your liaison to all issues relating to your financial well being. We are here to help simplify your financial picture, and save you time and money in dealing with your financial affairs. Cornerstone has been in business since 1994. In addition to managing your investments, we use our Wealth Analyzer.

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Welcome to our new website! You are seeing this page because you tried to view our previous website. With the intention of better serving your financial needs, we have redesigned this site to provide quick and efficient access to our information and services, and it is now mobile friendly. If you had set up any bookmarks or favorites to our previous site, you will need to recreate them. We apologize for the inconvenience, but we know you’re going to love our new site as much as we do!

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