Visit our Blog - @ The Corner for real-time ideas and thoughts as well as a sample of our research and management philosophy. Visit the Client Center to gain online access to view your current account status, holdings & quarterly statements archives. Cornerstone Asset Management Services, Inc. (CAMS) is a boutique third-party money manager and registered investment advisor located in Cleveland, OH.
CAMS offers risk-based model portfolios, financial advisory services, investment advisory services and investment management services to individuals, institutions and retirement plan sponsors & their participants across the country on a number of different platforms. CAMS stands apart in a world dominated by large firms offering proprietary products and cookie-cutter solutions.
CAMS offers risk-based model portfolios, financial advisory services, investment advisory services and investment management services to individuals, institutions and retirement plan sponsors & their participants across the country on a number of different platforms. CAMS stands apart in a world dominated by large firms offering proprietary products and cookie-cutter solutions.
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George has been a financial services representative since becoming insurance licensed in 1984 and securities licensed in 1985. As an independent financial advisor, he offered traditional asset allocation programs to clients prior to feeling the need to offer new tactical allocation strategies.
George helped to found the registered investment advisor, Cornerstone Asset Management Services, Inc. in 2005 and has served as the firm's president since 2008.George and his wife, Jayne, live in Seven Hills, Ohio. He enjoys hiking, golfing and fishing and spending time with his grandchildren. Nicholas graduated cum laude with a bachelor's degree in Business Administration from Kent State University in 2002.
George helped to found the registered investment advisor, Cornerstone Asset Management Services, Inc. in 2005 and has served as the firm's president since 2008.George and his wife, Jayne, live in Seven Hills, Ohio. He enjoys hiking, golfing and fishing and spending time with his grandchildren. Nicholas graduated cum laude with a bachelor's degree in Business Administration from Kent State University in 2002.
CAMS brings advanced computer-aided asset management services, once reserved for large institutions and pensions, to the average investor. CAMS' strategies operate by analyzing the price behavior, momentum and relative strength of securities to determine the area(s) of potential investment.
We believe that active management aimed at minimizing risk while continually searching out growth opportunities in a systematic, unemotional investment process will outperform standard benchmarks over the long-term.Funds are selected based on: sector correlation, price behavior, correlation to other investments in the group, etc.
We believe that active management aimed at minimizing risk while continually searching out growth opportunities in a systematic, unemotional investment process will outperform standard benchmarks over the long-term.Funds are selected based on: sector correlation, price behavior, correlation to other investments in the group, etc.
George has been a financial services representative since becoming insurance licensed in 1984 and securities licensed in 1985. As an independent financial advisor, he offered traditional asset allocation programs to clients prior to feeling the need to offer new tactical allocation strategies.
George helped to found the registered investment advisor, Cornerstone Asset Management Services, Inc. in 2005 and has served as the firm's president since 2008.George and his wife, Jayne, live in Seven Hills, Ohio. He enjoys hiking, golfing and fishing and spending time with his grandchildren. Kruger Consulting has been working with individuals and businesses with their retirement planning needs in the Berea, Ohio area for over 20 years.
George helped to found the registered investment advisor, Cornerstone Asset Management Services, Inc. in 2005 and has served as the firm's president since 2008.George and his wife, Jayne, live in Seven Hills, Ohio. He enjoys hiking, golfing and fishing and spending time with his grandchildren. Kruger Consulting has been working with individuals and businesses with their retirement planning needs in the Berea, Ohio area for over 20 years.
An Investment Advisor Representative (IAR) with Cornerstone Asset Management Services, Inc. works directly with their clients to pursue their financial objectives. Cornerstone creates managed portfolios for IAR's & their clients focusing on research and portfolio construction. This frees the IAR to truly focus on servicing their clients and gathering new assets.
We approach management of our Dividend Income Portfolio with a tactical approach. Using a disciplined top-down approach of analyzing the sectors and sub-industries of the stock market we identify specific stocks to be considered for investment. Once selected, every holding is analyzed and monitored on a daily basis to ensure it remains 'on trend' and in-line with the research team's views of the current market environment.
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