Cornerstone Asset Management Services

What Cornerstone Asset Management Services does

Cornerstone Asset Management Services, Inc. (CAMS) is a privately held, Ohio-domiciled registered investment advisor founded in 2005 by George Anastasakis and Nicholas Anastasakis. The firm operates as a boutique third-party money manager offering tactical, absolute-return, non-constrained, low-beta model portfolios and financial advisory services to individuals, institutions, retirement plan sponsors, and independent financial advisors / RIAs across the United States.

CAMS runs 16 named portfolio strategies spanning equity (CAMS Equity Rotation, CAMS Dividend Income), fixed income (CAMS Managed Bond), balanced/strategic ETF frameworks (CAMS ETF Strategic Growth/Balanced, CAMS/AMS Core 12, CAMS/AMS New Economy), specialty themes (CAMS Cannabis+), and hybrid/beta-driven blends (CAMS Capstone, CAMS Cornerstone, CAMS Foundation, CAMS Core & Explore). Three additional sub-advised strategies come from Cunningham Investment Management. The underlying investment process is built on the proprietary SPX9 Market Monitoring System, which scores 9 sectors and 107 sub-groups of the S&P 500, combined with quantitative tactical allocation models that screen 10-25 investment choices per mandate on price behavior, momentum, relative strength, and sector correlation, with technical analysis overlaid to reduce drawdown and whipsaw. Portfolios are reported to run at typical betas of 0.30-0.60 versus an S&P 500 benchmark of 1.00.

The business model is fee-based RIA revenue via fee-sharing arrangements with recruited Investment Advisor Representatives (IARs), supplemented by SMA direct sales and channel-distribution through four UMA platforms (Orion Portfolio Solutions, MidAtlantic Trust, Placemark Investments/Envestnet, Sawtooth Asset Management) and variable annuity sub-account mandates at six carriers (Equitable, Nationwide, Jackson National, Prudential, Security Benefit, Venerable), plus mutual fund model portfolios at American Funds, Franklin Templeton, Invesco, Oppenheimer, and Pioneer. Ancillary services include financial planning, retirement planning with QDIA/fiduciary support, annuity assessment, rollover support, and a weekly market-strategist newsletter. The firm is founder-owned, with no parent company, no funding rounds, no disclosed AUM or revenue, and 1-10 employees across a Broadview Heights headquarters and a Dayton, Ohio satellite office.

Name

Cornerstone Asset Management Services

Legal name

Cornerstone Asset Management Services, Inc.

Website

https://cornerstoneassetmgmt.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Short description

Cornerstone Asset Management Services is a privately held, Ohio-based boutique registered investment advisor founded in 2005, offering tactical, low-beta model portfolios and financial advisory services to individuals, institutions, retirement plan sponsors, and independent financial advisors across the United States via SMA and UMA distribution.

Ownership category

akta.pro rank

Product category

Investment Advisory & Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

akta.pro secondary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Tactical asset management
• Portfolio management services
• Registered investment advisor
• Financial planning services
• Retirement planning services

Headquarters

HQ city

Broadview Heights

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Fee-Based Asset Management: CAMS operates as a fee-based registered investment advisor. Revenue is generated through fee sharing arrangements with Investment Advisor Representatives. Each IAR is unique, with competitive fee sharing offered based on individual arrangements.

Pricing tiers

Go-to-market motion2 records

Distribution channels6 records

Marketing channels4 records

Core offering

Cornerstone Asset Management Services (CAMS) is a fee-based registered investment advisor that delivers tactical, absolute-return, low-beta model portfolios to financial advisors, broker/dealers, RIAs, institutions, retirement plan sponsors, and individual investors. The firm combines proprietary quantitative tactical allocation models with fundamental research to manage equity, fixed income, dividend, sector, and specialty strategies via Separately Managed Accounts (SMAs), Unified Managed Account (UMA) platforms, and qualified retirement plans.

Product overview

Cornerstone Asset Management Services (CAMS) is a boutique third-party money manager and registered investment advisor offering a comprehensive suite of tactical investment strategies and financial advisory services. The core offering consists of 16 named portfolio products spanning equity portfolios (CAMS Dividend Income Portfolio, CAMS Equity Rotation Portfolio), fixed income (CAMS Managed Bond Portfolio), specialty/thematic portfolios (CAMS Cannabis+ Portfolio), and multi-strategy solutions (CAMS Foundation Portfolio, CAMS Capstone Portfolio, CAMS Cornerstone Portfolio, CAMS Core & Explore Portfolio, ETF Strategic Growth Portfolio, ETF Strategic Balanced Portfolio, CAMS/AMS New Economy Portfolio, CAMS/AMS Core 12 Portfolio, CAMS Single Fund Family Portfolios). CAMS also offers sub-advisor strategies through Cunningham Investment Management (CIM U.S. Sector Strategy, CIM U.S. Rotational Strategy, CIM Dynamic Factor Strategy). These portfolios are available as Separately Managed Account (SMA) models and on Unified Managed Account (UMA) platforms. Services include financial planning, retirement planning, annuity assessment, rollover assistance, and initial consultation. The firm brings institutional-grade, computer-aided asset management to individual investors using systematic, unemotional investment processes focused on tactical allocation and risk management.

Differentiator

Problem solved

Functional benefit

Products and services

• CAMS Dividend Income Portfolio A tactically managed, dividend-focused equity portfolio that uses disciplined top-down analysis to identify dividend-paying stocks for investment.
• CAMS Equity Rotation Portfolio A tactically managed, growth-focused equity portfolio utilizing both top-down and bottoms-up analysis of sectors and sub-industries, selecting from ETFs, mutual funds, and individual stocks.
• CAMS Managed Bond Portfolio A tactical, fixed income strategy that invests in mutual funds and ETFs using CAMS quantitative tactical allocation models alongside core fixed-income holdings, designed for low beta and stable returns.
• CAMS Cannabis+ Portfolio A tactical, specialty equity portfolio focused on the emerging cannabis industry and its related sub-industries, investing in individual securities with long-term growth and high beta characteristics.
• CAMS Foundation Portfolio A tactical, beta-driven portfolio that invests primarily in mutual funds and ETFs across all asset classes, using CAMS quantitative tactical allocation models with strict positional limits on high volatility sectors for risk-adjusted returns.
• CAMS Core & Explore Portfolio A hybrid tactical and strategic portfolio investing in mutual funds where core positions are strategically chosen by CAMS Research Team and explore positions are based on CAMS quantitative tactical allocation models, aiming to maintain approximately 50% invested via core positions.
• CAMS ETF Strategic Growth Portfolio A tactical, specialty strategy investing in ETFs with an 80/20 allocation framework (80% equity, 20% bonds and cash), with ongoing allocation monitoring by CAMS Research Team.
• CAMS ETF Strategic Balanced Portfolio A tactical, specialty strategy investing in ETFs with a 50/50 allocation framework (50% equity, 50% bonds and cash), with ongoing allocation monitoring by CAMS Research Team, fully invested under framework guidelines.
• CAMS Capstone Portfolio A tactical, beta-driven portfolio investing primarily in mutual funds and ETFs across all asset classes with low beta and growth characteristics, with minimal positional limits on high volatility sectors increasing overlap and concentration.
• CAMS Cornerstone Portfolio A tactical, beta-driven portfolio investing primarily in mutual funds and ETFs with low beta and moderate growth strategy, with positional limits applied to high volatility sectors to reduce portfolio volatility.
• CAMS/AMS New Economy Portfolio A tactical, specialty strategy investing mainly in ETFs with strategic 100% equity allocation equally weighted across 12 thematic ETFs focused on next-generation ideas, covering 7 sectors (U.S. Tech, Non-U.S. Tech, Real Estate, Finance/Energy, Healthcare, Cyber Security, Gaming) with risk management using trading stops.
• CAMS/AMS Core 12 Portfolio A tactical, specialty strategy investing mainly in ETFs with equally-weighted diversified active ETF balanced approach, approximately 65% equities and 35% fixed income and cash, providing broad exposure to 7 asset classes including equity, fixed income, real estate, commodities, and emerging markets across 12 sub-categories.
• CAMS Single Fund Family Portfolios Tactical or strategic specialty strategies available for popular mutual fund families, with strategic options as Growth or Balanced choices (80/20 or 50/50) and tactical portfolios built using CAMS quantitative tactical allocation models.
• CIM U.S. Sector Strategy A tactical, alpha-driven portfolio managed by Cunningham Investment Management that primarily invests in ETFs using a proprietary Dynamic Asset Allocation process to identify and invest in U.S. equity sectors and fixed income instruments.
• CIM U.S. Rotational Strategy A tactical, alpha-driven portfolio managed by Cunningham Investment Management that invests primarily in ETFs using a proprietary Dynamic Asset Allocation process to identify and invest in U.S. equity sectors.
• CIM Dynamic Factor Strategy A tactical, alpha-driven portfolio managed by Cunningham Investment Management that invests mainly in factor-based ETFs (U.S. Quality, U.S. Value, Int'l Value, etc.) and/or fixed income instruments, with monthly rebalancing.
• Portfolio Management Tailored portfolio management using a multi-manager platform allowing customization and blending of strategies from multiple institutional third-party managers.
• Financial Planning Personalized financial planning services providing easy-to-follow financial plans with estate planning checklists and educational resources.
• Retirement Planning Actively managed accounts for qualified retirement plan participants including 401(k) solutions with fiduciary partnership, QDIA options, employee education, and plan design assistance.
• Annuity Assessment Variable annuity and mutual fund model portfolio management, monitoring, and exchange services on a discretionary basis.
• Rollover Center Assistance with retirement plan rollover processes including initial consultation, electronic account agreements, and coordination with retirement plan custodians.
• Initial Consultation No-cost initial portfolio consultation with portfolio manager reviewing current investment strategy and holdings.

Quantifiable outcome

• Portfolio betas typically range 0.30-0.60 vs S&P benchmark of 1.00
• +1 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature3 records

Partnerships

Five partnerships are on record, tiered core.

• Orion Portfolio SolutionscoreChannel Partner/ Reseller/ DistributorUMA (Unified Managed Account) platform partnership making CAMS tactical model portfolios available to advisors and their clients through the Orion platform.
• MidAtlantic TrustcoreChannel Partner/ Reseller/ DistributorUMA platform partnership providing access to CAMS tactical model portfolios for use by MidAtlantic Trust advisors and clients.
• Placemark Investments/EnvestnetcoreChannel Partner/ Reseller/ DistributorUMA platform partnership through Envestnet's Placemark making CAMS tactical model portfolios available to advisors and clients on the Envestnet platform.
• Sawtooth Asset ManagementcoreChannel Partner/ Reseller/ DistributorUMA platform partnership providing access to CAMS tactical model portfolios through Sawtooth Asset Management platform.
• Cunningham Investment ManagementcoreStrategic or Co-development PartnerSub-advisor relationship for CIM Dynamic Factor Strategy, CIM U.S. Rotational Strategy, and CIM U.S. Sector Strategy portfolios. Cunningham Investment Management provides proprietary Dynamic Asset Allocation process for factor-based ETF investing.

Scale indicators3 records

Recent moves5 records

Expansion highlights6 records

Others

• Envestnet: Large TAMP/UMA platform (via Placemark Investments) distributing CAMS strategies. Acts as both a critical distribution channel for CAMS and as an ecosystem competitor hosting many competing tactical models.
• Orion Advisor Solutions: TAMP/UMA platform on which CAMS tactical model portfolios are distributed to advisors. Related rather than directly competitive — Orion is a channel partner and technology platform, but it also hosts competing model portfolios, making it a partial competitor for advisor mindshare.

Broad incumbents

• Cetera Financial Group: Large independent broker-dealer and advisor platform that houses model portfolios for its affiliated advisors. Comparable to CAMS as a destination for advisor assets, and a potential channel partner or competitive threat depending on in-house product strategy.
• Hightower Advisors: Large RIA platform supporting independent advisors and offering in-house investment solutions. Broad incumbent comparable to CAMS in targeting independent advisors, but at enterprise scale with deeper resources and broader product sets.
• AssetMark: Large TAMP providing advisor-focused platform and curated model portfolios. Comparable to CAMS on the advisor-distribution side and as a competitor for placement on advisor shelf space, though at significantly greater scale.

Direct peers

• Clark Capital Management Group: Boutique tactical asset manager offering disciplined, rules-based and quantitative strategies for advisors and institutions. Highly comparable to CAMS in product philosophy (tactical allocation, risk-managed portfolios) and distribution model (working through advisor and UMA platforms).
• Manning & Napier Advisors: Independent, employee-owned investment manager known for a multi-decade tactical, fundamental approach managed from a similar boutique base. Compares to CAMS on active tactical philosophy, advisor distribution, and emphasis on risk-managed equity and multi-asset portfolios.
• Cunningham Investment Management: Sub-advisor to CAMS for its CIM-branded strategies and itself a boutique tactical manager using dynamic asset allocation. Directly comparable on quantitative/tactical methodology and on serving as an outsourced manager for advisor platforms.
• Millburn Ridgefield Corporation: Specialist in quantitative and managed-futures strategies offered to institutions and through advisor channels. Comparable to CAMS in its quantitative, systematic orientation and exposure to tactical and trend-following strategies distributed via third-party platforms.
• Karpus Investment Management: Independent, employee-owned RIA managing fixed-income and equity portfolios for individuals and institutions. Comparable to CAMS as a privately held boutique asset manager serving retail and institutional clients through fee-based advisory relationships.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/CornerstoneAMS
• YouTubeyoutube.com/channel/UCJRUzvj2aiuDXtbNRLfOlYg
• Facebookfacebook.com/cornerstoneams
• LinkedInlinkedin.com/company/778889
• Instagraminstagram.com/cornerstoneams

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cornerstone Asset Management Services