CAMS Equity Rotation Portfolio

A tactically managed, growth-focused, equity portfolio
Fact Sheet

We approach management of our Equity Rotation Portfolio with a tactical approach.  Using a disciplined top-down and bottoms-up approach of analyzing the sectors and sub-industries of the stock market we identify specific sectors, sub-industries and stocks to be considered for investment. The portfolio management team then selects from ETF's, Mutual Funds or the individual stocks in finding the 'best fit'.

Once selected, every holding is analyzed and monitored on a daily basis to ensure it remains 'on trend' and in-line with the research team's views of the current market environment.

Contact Us to Learn More

© Cornerstone Asset Management Services, Inc.

7976 Broadview Rd. Suite 109  Broadview Hts, OH  44147

P: (440) 746-0707 F: (440) 746-1604 TF: (877) 514-9477

Cornerstone Asset Management Services, Inc. is a Registered Investment Advisor under State Supervision.

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