Cornerstone Asset Management Services, Inc.

Cornerstone Asset Management Services, Inc. (CAMS) is a registered investment adviser located in Broadview Heights, OH. Established in late 2005, CAMS offers various advisory services tailored to individual client needs. The firm specializes in discretionary investment advice through platforms like Alpha/Beta Solutions and separately managed accounts. CAMS also provides consulting services on an hourly or flat fee basis. The firm's investment strategies are based on client risk tolerance and may involve stocks, bonds, mutual funds, ETFs, and variable annuities. Clients of CAMS typically have assets under management of $30,024,212 under discretionary management and approximately $29,530 under non-discretionary management/assets under advisement as of December 31, 2022. The fee structure includes asset-based fees ranging from 0.25% to 2.00% annually, with consulting fees ranging from $100 to $300 per hour or a flat fee of $100 to $20,000. CAMS acts with investment discretion, allowing them to manage client accounts based on individual needs and circumstances. The firm's team includes George Anastasakis, Nicholas E. Anastasakis, Stephanie G. Travers, and other investment advisor representatives who bring diverse educational backgrounds and business experiences to the table. CAMS emphasizes client confidentiality and protection of personal information. Clients can access disciplinary information on registered representatives through FINRA's BrokerCheck system.