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.
Retirement Plans
We believe in helping every participant learn how to become financially independent by retirement and assist in making that a reality.
Wealth Management
Are you a business owner, beneficiary of trust, charity organizer or retiree in need of cash management?
Get In Touch
We are here to help you with all your questions! Contact us today.
Recent Articles
Has 2023 Been a Good Year for Stocks?
Has 2023 Been a Good Year for Stocks? How can you tell? Well, let’s set 10% as a threshold since that is the long-term average
So Long S&P 500 Index
For decades, professional money managers have used benchmarks for measuring performance. For stocks, the standard index has been the Standard & Poors 500 Index
Are Extremes in Price Above the 200-Day Moving Average a Good Market Timing Tool?
Are extremes in price a good market timing sell signal to avoid large stock market losses?
Grading my Market Forecast for 2023 Made in Nov. 2022
Recently I sent out a client newsletter which pulled prior posts from my new website and which ended up including my market forecast for