PORTFOLIO OFFERINGS

CAMS Dividend Income Portfolio

The CAMS Dividend Income Portfolio is a tactical, alpha-driven portfolio. It is made up of individual securities.
- Long-term growth, long-only equity portfolio
- Tactical individual dividend-paying equities
- Diversified, dividend-income producing portfolio or dividend reinvestment plan can be selected
- Large-cap equity focused

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CAMS Equity Rotation Portfolio

The CAMS Equity Rotation Portfolio is a tactical, alpha-driven portfolio. It can invest in mutual funds, ETF's, & individual stock
- Long-term growth, high beta, aggressive strategy
- Tactical U.S. equity style boxes, U.S. equity sectors, subindustries & individual equities
- Uses CAMS' quantitative tactical allocation model and incorporates entire scope of Cornerstone's internal research resources.

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CAMS/CMS Sherman Bull-Calendar Portfolio

The CAMS/CMS Sherman Bull-Calendar Portfolio is a tactical, alpha-driven portfolio. It invests primarily in mutual funds.
- Uses a Bull-Bear indicator to determine market environment
- Bull/Bear model strategy during Bull Markets and Calendar Effects during Bear Markets
- Goal is to be fully invested in equities during Bull Markets and only exposed to the relatively few days with the highest probability of profit during Bear Markets

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CIM U.S. Sector Strategy

The CIM U.S. Sector Strategy is a tactical, alpha-driven portfolio. This portfolio primarily invests in ETF's.
- Long-term growth, long-only ETF strategy
- Proprietary Dynamic Asset Allocation process identifies and invests in the U.S. equity sectors and/or fixed income instruments
- Monthly rebalancing

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CIM U.S. Rotational Strategy

The CIM U.S. Rotational Strategy is a tactical, alpha-driven portfolio. It invests in primarily ETF's.
- Long-term growth, long-only ETF strategy
- Proprietary Dynamic Asset Allocation process identifies and invests in the U.S. equity sectors
- Monthly rebalancing

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CIM Dynamic Factor Strategy

The CIM Dynamic Factor Strategy is a tactical, alpha-driven portfolio that invests in mainly ETF's.
- Long-term growth, long-only ETF strategy
- Proprietary Dynamic Asset Allocation process identifies and invests in the Factor ETF's (i.e. U.S. Quality, U.S. Value, Int'l Value, etc.) and/or fixed income instruments
- Monthly rebalancing

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