CMS COMPANIES

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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.

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CMS COMPANIES

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Founded:
1969-01-01

Status:
Active

Email Addresses:
[email protected]

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Investments List

Date Company Article Money raised
2010-10-08 Henley-Putnam School of Strategic Security CMS Companies investment in Venture Round - Henley-Putnam School of Strategic Security 4.8 M USD
2000-07-13 Vertical Alliance, Inc CMS Companies investment in Series A - Vertical Alliance, Inc 4 M USD
2000-04-28 bTrade.com CMS Companies investment in Series B - bTrade.com 11.2 M USD

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