Institutional Consulting
Cornerstone Advisors Asset Management. Inc. (CAAM)


CAAM provides investment consulting and fiduciary services to people and organizations responsible for managing assets on behalf of others. Our overall investment objective is to provide superior risk-adjusted return relative to appropriate benchmarks. CAAM’s clients include hospitals, foundations, endowments, ERISA plans, public entities, corporations, religious organizations and very wealthy families. CAAM specializes in the creation and management of open architecture investment platforms, risk assessment and performance monitoring. The firm targets wealthy individuals and families (having at least $5 million in liquid assets) as well as middle market institutions (having at least $10 million in assets).

The following services are offered as part of our fully integrated asset management process.

		Asset Allocation Modeling		Cost Analysis
		Securities Analysis		Portfolio Optimization
		Manager Search and Selection		Trading and Execution
		Custody Search and Selection		Portfolio Structure Analysis
		Investment Policy Development		Fiduciary Compliance Reviews
		Performance Reporting		Liquidity Evaluation
		Due Diligence		Quantitative Analysis
		Risk Assessment Performance Attribution

Additional Services

		Alternative investments
		Commission recapture
		Litigation support
		Securities lending
		Low-basis stock alternatives
		Stock options/futures

All of CAAM's services are available on a fee basis. All fees are fully disclosed. CAAM has no soft dollar compensation arrangements with any of its vendors.

Securities offered through
Cornerstone Institutional Investors, Inc.
Member FINRA/SIPC