Mark Davidson, CFA®
Daphne, Alabama, 36526
Member Since 2007
Cornerstone provides professional investment management at reasonable and transparent costs (fee based on amount of assets- NO hidden fees or commissions made from selling investment products). As Chartered Financial Analyst (CFA) Charterholders (the top designation for investment professionals), we serve as fiduciary for our clients, meaning that we have a responsibility to put their interests above our own. We design customized investment strategies and provide statements with individualized commentary to explain decisions to clients in an easy to understand format. The core of what we do is macroeconomic research to analyze opportunities for investors and enhance investment optimization, while always striving to serve with integrity.
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Background Information
Years of Financial Experience
- 14
Education
- Samford University (Bachelor\'s in Mathematics)
- Purdue University (MBA)
Certifications and Designations
- CFA®
Methods of Compensation
- Financial Planning: Hourly fee
- Investment Services: Asset-based fee
Primary Custodian(s)
- TD Ameritrade
- Persching
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 124322
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Cornerstone Investment Management & Consulting
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Risk Management, Performance Reporting, Tax Efficient Strategies, ETF and international
Visit Website - http://www.InvestWithCornerstone.com
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