Cornerstone Asset Management Services, Inc. is a boutique third-party money manager based in Cleveland, OH. Cornerstone was formed to bring advanced asset management techniques used everyday on Wall Street, to the average investor on Main Street. We believe in an active approach to managing investments, and by using computer-based modeling systems, we can actively manage a client's account based on their risk tolerance. We manage accounts at several different custodians, including several variable annuities.
View Top Employees from Cornerstone Asset Management Services, Inc.Website | http://www.cornerstoneassetmgmt.com |
Revenue | $654000 |
Employees | 7 (5 on RocketReach) |
Founded | 2006 |
Address | 7976 Broadview Rd Ste 109, Broadview Heights, Ohio 44147, US |
Phone | (440) 746-0707 |
Industry | Investment Management, Finance General, Active Portfolio Management, Finance, Mutual Fund Portfolios, ETF Portfolios, Separately Managed Accounts |
Competitors | FRS Advisors, Forza Investment Advisory LLC, Ironwood Wealth Management, Wealth Watch Advisors |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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The Cornerstone Asset Management Services, Inc. annual revenue was $654000 in 2024.
Stephanie Travers is the Partner, Director of Marketing of Cornerstone Asset Management Services, Inc..
5 people are employed at Cornerstone Asset Management Services, Inc..
Cornerstone Asset Management Services, Inc. is based in Broadview Heights, Ohio.
The NAICS codes for Cornerstone Asset Management Services, Inc. are [52, 52393, 523, 5239].
The SIC codes for Cornerstone Asset Management Services, Inc. are [62, 628].