December 18, 2014 6:57 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

Phone:

610-896-3000

Key Executives for CMS Companies

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

Similar Private Companies By Industry

Company Name Region
Global Macro Trust United States
Cummings & Company, LLC United States
Pechala's Reports United States
Channel Trend LC United States
MarketplaceAdvisors, LLC United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Bertelsmann AG Europe
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact CMS Companies, please visit www.cmsco.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.