Serving Charlotte, NC Since 1995
Fee-only Wealth Management & Retirement Plans
Cornerstone Investment Services was started in 1995 as a fee-only, registered investment advisor (RIA) 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.
Cornerstone sells no products and accepts absolutely no commissions or third-party payments. Dave Hoshour, president, is an accredited investment fiduciary (AIF) and Professional Plan Consultant (PPC) and has been managing client investments since 1985, providing companies with sound retirement plan reviews, investment management and consulting in the Charlotte, NC metropolitan area and across the USA.
We believe in helping every participant learn how to become financially independent by retirement and assist in making that a reality.
Are you a business owner, beneficiary of trust, charity organizer or retiree in need of cash management?
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We are here to help you with all your questions! Contact us today.
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