Bringing People and Places Together for Over 60 Years
Our Mission
At Cornerstone Asset Management Services, we believe in creating and managing wealth through thoughtful and prudent portfolio management. We are dedicated to providing personalized financial solutions to clients across the country. Our team of experienced professionals utilizes a systematic, unemotional, and disciplined approach to invest your assets and achieve your financial goals.
Who We Are
CAMS is a boutique third-party money manager and registered investment advisor located in Cleveland, OH. We offer a comprehensive range of financial services, including:
Portfolio Management
- Active portfolio management focused on tactical, absolute-return, non-constrained, low beta, and diversified income-producing portfolios.
- Customization options to align with each client's unique risk tolerance and financial goals.
Financial Planning
- Comprehensive financial plans tailored to your individual circumstances and aspirations.
- Guidance on retirement planning, estate planning, and investment strategies.
Specialized Expertise
- Cannabis & Portfolio Solutions - Tailored solutions to navigate the complexities of the cannabis industry.
- Dividend Income Portfolio - Generating consistent income through carefully selected dividend-paying stocks.
- Equity Rotation Portfolio - Balancing risk and reward through strategic rotation between different asset classes.
Dedicated Team
Our team comprises experienced professionals with deep expertise in investment management, financial planning, and client service. We are committed to providing personalized attention and transparent communication throughout your journey.
Our Approach
We take a systematic, unemotional, and disciplined approach to investing. Our investment philosophy emphasizes:
- Risk Management: Identifying and mitigating potential risks before they impact your portfolio.
- Transparency: Providing clear and concise reporting on your investments and performance.
- Communication: Maintaining open and regular communication with clients to ensure alignment and address their financial goals.
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