Company Performance Metrics
CMS was founded in 1969 and has an extraordinary group of ultra high net worth clients who, alongside the firm's principals, have invested about $3.5 billion equity, acquiring over $12 billion assets. The firm is headquartered in the suburbs of Philadelphia PA. Most of its investors are self-made businessmen and women who have built successful
companies and who are leaders in their communities.
CMS participates in the wealth allocation process with clients and their advisors. In the mid-70's CMS co-founded M Financial ( www.mfin.com), which today is one of the industry leaders with over $120 billion of life insurance in force. CMS builds life insurance portfolios utilizing over 20 proprietary products and specialized access with major carriers such as John Hancock, Pacific Life, Nationwide, Prudential , ING, Lincoln and TIAA-CREF. The wealth transfer group operates through Capital Management Systems (CMS) for non-variable products and CMS Investment Resources for variable products.
