Cornerstone Investment Services was started in 1995 as a fee-only, registered investment advisor (RIA) and retirement advisors in Charlotte NC to help individuals and retirement plan fiduciaries reach their goals by providing unbiased, sound consulting and investment management in an objective, ethical, informed, and service-minded manner.
Retirement Plan Review Charlotte
Cornerstone sells no products and accepts absolutely no commissions or third-party payments. Dave Hoshour, president, is an accredited investment fiduciary (AIF) and has been managing client investments since 1985 and provides companies with sound retirement plan reviews, investment management and consulting in Charlotte, NC and across the USA. Your initial consultation is free.
Podcast: “Retirement Plan Duties & Liabilities for Managers” – Interview of Dave by Rebecca Morehead