February 27, 2015 8:00 PM ET

Capital Markets

Company Overview of CMS Companies

Company Overview

CMS Companies provides asset allocation and intergenerational planning services. The company designs personalized asset allocation strategies for clients involving in the development of model portfolios; calculating asset class weightings, which incorporate individual goals and objectives; computing the optimal amount and mix of investments; and evaluating the impact of investments selected. It also assists clients in developing strategies for intergenerational wealth transfer and charitable giving objectives. In addition, the company offers investment advisory services. It serves entrepreneurs, foundations, and tax exempt institutions. The company was founded in 1969 and is based in Wynnewo...

308 East Lancaster Avenue

Suite 300

Wynnewood, PA 19096-2145

United States

Founded in 1969



Key Executives for CMS Companies

Chief Financial Officer
Principal and Director of Philanthopic Initiatives
Age: 83
Compensation as of Fiscal Year 2014.

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