A complete list of active advisors currently associated with Cornerstone Asset Management Services, Inc.

Warmer can help you find a great advisor at Cornerstone Asset Management Services, Inc. or one who fits your needs even better.

Cornerstone Asset Management Services primarily serves individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals, offering discretionary portfolio management through its Alpha/Beta Solutions platform, separately managed accounts, sub‑advisory services for other RIAs and broker‑dealers, and investment consulting. The firm also provides plan management for retirement plans and periodic consulting engagements, with client portfolios selected using an Investment Policy Statement questionnaire. The firm’s investment process uses a proprietary, computer‑aided analysis that combines fundamental and technical analysis to identify trends and inform model portfolios; those models may come from third‑party sub‑advisers or from CAMS acting as a model manager. CAMS implements risk‑based portfolio selection and may employ higher‑volatility instruments (including leveraged or inverse funds) in riskier portfolios, and it manages accounts on a discretionary basis with ongoing monitoring and reallocation. Noteworthy for a team firm of this size, CAMS publishes performance information to clients and offers quarterly performance reports and a web‑based performance reporting tool — a practice that is uncommon among peers. The firm’s mix of a model‑driven Alpha/Beta platform, willingness to serve as a sub‑adviser to other firms, and its explicit trend‑based, technical/fundamental hybrid approach distinguish its offerings from many comparable advisory teams.

To learn more about the advisors currently working at Cornerstone Asset Management Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.