A complete list of active advisors currently associated with Cornerstone Asset Management

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

Cornerstone Asset Management provides investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, pension and retirement plans, corporations and other business entities. The firm offers pension consulting, selection of other advisers, and educational seminars in addition to ongoing investment advice. CAMCO constructs growth-and-income portfolios using stocks, bonds, mutual funds, ETFs and REITs and applies both fundamental and technical analysis in security selection. The firm manages its assets predominantly on a non-discretionary basis—providing continuous recommendations while clients retain final authority over trade execution—so frequent client contact and account reviews are a core part of its process. Distinctive aspects of the firm include that several associated persons are licensed to sell insurance and the firm discloses that commissions may be earned from insurance product sales. The firm has also disclosed past regulatory settlements concerning commission disclosures and trade execution practices and reports having paid fines, restitution, and agreed to remedial measures in connection with those matters.

To learn more about the advisors currently working at Cornerstone Asset Management, 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.