Business Details
Trusted Financial Advisers in Cleveland, OH
Cornerstone Asset Management Services is a boutique third-party money management firm and registered investment advisor headquartered in Cleveland, OH. Since our founding, we have specialized in delivering risk-based model portfolios, investment advisory services, and comprehensive financial planning solutions to individuals, institutions, and retirement plan sponsors nationwide. Our approach combines tactical, non-constrained strategies with systematic analysis of market momentum and relative strength to minimize risk while pursuing growth opportunities. We distinguish ourselves by rejecting cookie-cutter solutions in favor of customized portfolio blends through our multi-manager platform. Our team of experienced professionals manages diverse offerings including the CAMS Dividend Income Portfolio, Equity Rotation Portfolio, and specialized tactical strategies designed for varying risk tolerances.We provide 401(k) plan management solutions with fiduciary support, participant education, and quarterly reporting. Our financial planning services include practical checklists covering estate planning, cybersecurity, and credit management to help clients organize critical financial matters. Through our disciplined, unemotional investment process, we aim to outperform standard benchmarks while maintaining low-beta, conservatively managed portfolios tailored to each client's unique needs.
Services
Portfolio Management
Retirement Planning
Financial Planning
Annuity Assessment
Investment Advisory
401(k) Solutions
Tactical Asset Allocation
Risk-Based Portfolios
Financial Checklists
Mutual Fund Management
Highlights and features
- We offer customized portfolio blends through a multi-manager platform.
- Our tactical strategies use systematic market momentum analysis.
- We provide 401(k) solutions with fiduciary partnership support.
- Our financial checklists address estate planning and cybersecurity.
- We maintain low-beta, conservatively managed investment portfolios.
Associations and certifications
- Registered Investment Advisor (RIA)
Services
Portfolio Management
CAMS offers customized portfolio management services using tactical, absolute-return strategies. Our disciplined approach combines technical analysis of market momentum with relative strength assessments to optimize asset allocation. We provide diversified investment options through a multi-manager platform, ensuring systematic risk management while pursuing long-term growth objectives tailored to individual client needs.
Retirement Planning
We provide comprehensive retirement planning services including qualified plan management solutions. Our 401(k) Connect program offers fiduciary support, participant education, and quarterly reporting. We implement systematic investment processes for retirement accounts while providing QDIA options and core investment lineup management to help plan sponsors meet their obligations and participants prepare for retirement.
Financial Planning
Our financial planning services include practical checklists covering estate planning, cybersecurity, and credit management. We help clients organize critical financial documents and understand the importance of maintaining good credit. Our personalized approach provides actionable guidance through easy-to-follow frameworks that address both immediate concerns and long-term financial security.
Annuity Assessment
We offer variable annuity assessment and management services, monitoring sub-accounts on a discretionary basis across major carriers. Our expertise covers major providers like Equitable, Nationwide, and Jackson National. We provide objective analysis of annuity products and help clients make informed decisions about their insurance-based investment options.
Investment Advisory
As a registered investment advisor, we deliver professional investment advisory services using tactical, low-beta strategies. Our research-driven approach includes technical analysis of mutual funds and ETFs. We provide market commentary through our blog and offer online account access with quarterly statements to help clients track their investment performance and make informed decisions.
People
George Anastasakis
President
President of CAMS with extensive experience in investment management. Leads strategic direction while maintaining focus on systematic wealth creation through tactical portfolio strategies that prioritize risk management and long-term growth.
Nicholas Anastasakis
Vice President
Vice President overseeing portfolio management and compliance. Manages tactical strategies while ensuring adherence to regulatory standards. Implements systematic investment processes across multiple portfolio offerings including dividend income and equity rotation models.
Stephanie Travers
Director of Marketing
Director of Marketing & Operations responsible for client communications and service delivery. Coordinates educational resources including financial checklists on estate planning and cybersecurity to enhance client understanding of critical financial matters.
Ken Reinhart
Market Research
Director of Market Research analyzing securities behavior and market trends. Provides technical analysis of mutual funds and ETFs that informs the development of tactical investment strategies across CAMS portfolio offerings.
Pamela Kruger
Advisor Representative
Independent Advisor Representative providing client-focused solutions. Specializes in retirement planning and 401(k) Connect program implementation. Offers personalized guidance through CAMS financial planning checklists and educational resources.
Questions
What investment services does CAMS offer?
CAMS provides portfolio management, retirement planning, financial planning, annuity assessment, and investment advisory services using tactical, risk-based strategies tailored to individual client needs.
How does CAMS approach portfolio management?
We use systematic analysis of price behavior, momentum, and relative strength to guide investment decisions. Our tactical strategies aim to minimize risk while pursuing growth opportunities across diversified portfolio options.
Do you offer retirement plan management?
Yes, our 401(k) Connect solution provides fiduciary support, participant education, and quarterly reporting for retirement plan sponsors and their participants through professionally managed low-beta portfolios.
What areas does CAMS serve?
We serve clients nationwide with offices in Cleveland and Dayton, Ohio. Our online account access and remote consultation capabilities support clients across the United States.
How can I access my account information?
Clients can access their account status, holdings, and quarterly statements through our secure Client Center portal, which provides online access to current investment information and historical records.
What financial planning resources are available?
We offer practical financial checklists covering estate planning, cybersecurity, credit management, and emergency preparedness to help clients organize critical financial documents and understand key financial concepts.
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