Cornerstone Investment Services

Integrity, Experience, Understanding

Integrity worthy of trust from a fiduciary advisor, the highest standard of care, and why the firm is independent, objective and fee-only. Understanding comes from training, long industry experience and caring, perceptive listening.

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Customized Wealth Management

Whether your goal is to achieve wealth or to protect and use it, you are unique and deserve a flexible plan tailored to your own characteristics and circumstances with ongoing advice and service.

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Professional Retirement Plan Management

Your employees deserve personalized help in achieving a secure retirement. You as a plan sponsor deserve an involved advisor who understands proper monitoring, plan design, compliance, and provides a high level of service at a very reasonable cost.

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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.

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