STRATEGIZE | MAXIMIZE | OPTIMIZE
Portfolio management solutions: Helping you and your clients achieve your desired outcomes.
Your clients’ financial goals are as unique as are yours, and CMSIX has all the investment resources, research, analysis, and due diligence support services you and your team need in order to optimize your clients' portfolios.
Institutional Quality Asset Managers / Funds & SMAs
Customizable Models & Turnkey Risk Adjusted Portfolios
Financial Planning, Investment Research & Analysis
Cost-Effective, Efficient & Dynamic Asset Management
Investment Consulting & Risk Mitigation Techniques
Portfolio Hedging & Alternative Investments Strategies
We cultivate a disciplined investment philosophy and only utilize dynamic investment models and theories. Our system is backed by scientifically validated principles and processes giving our portfolio management system the edge necessary to consistently deliver strong risk adjusted returns and outperform of our competitors.
We also provide the framework for a legacies-based investment allocation and planning process known as the household endowment model (HEM). Our Executive Team encourages, promotes, and provides support resources for each IA utilizing the HEM model because we believe it connects our Advisors with their clients in a more meaningful way because it considers both short and long-term perspectives that align their goals, needs, and values as they apply to their current lifestyle, and desired outcomes.