CRD: 137712
Cornerstone Asset Management Services, Inc.
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- Custodian
- Charles Schwab & Company · Morgan Stanley · Nationwide
- Clients
- Retail
- Platforms
- OakHarbor +more
- Established Date
- 01-13-2006
- Office Locations
- 3
Office Locations
About Cornerstone Asset Management Services, Inc.
Cornerstone Asset Management Services (CAMS) is a Cleveland-area boutique RIA and third-party money manager providing risk-based model portfolios plus advisory and investment management for individuals, institutions, and retirement plans nationwide. Portfolios emphasize tactical, absolute-return, non-constrained, low-beta and income-focused approaches, with models available via platforms such as Envestnet and Orion.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
GEORGE ANASTASAKIS
President
- CRD
- #1430504
- Ownership
- 50% but less than 75%
NICHOLAS EMMANUEL ANASTASAKIS
Chief Compliance Officer, VICE PRESIDENT
- CRD
- #4567882
- Ownership
- 25% but less than 50%
Ember ember
Foundation signal prime
- CRD
- #92941
- Ownership
- 19.9%
Showing 2 of 3 owners & executives
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TIMOTHY J BAKER
--
- CRD
- #2589837
CHRISTINE TIMASHENKA BULES
Investment Advisor Representative
- CRD
- #1992330
Wave oak
Quantum horizon insight
- CRD
- #79884
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,599,619 | $73,222 |
| Non-Discretionary | $0 | -- |
| Total | $37,599,619 | $73,222 |
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Separately Managed Accounts
Total SMA Asset: $37,599,619
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,741,417,179 | 35.8% |
| Public Funds | $1,133,380,454 | 23.3% |
| Cash | $1,989,496,162 | 40.9% |
| Total | $4,864,293,795 | 100.0% |