CMS Institutional (CMSIX) is not just an investment management platform, we are a full-service business partner and collaborative business ecosystem offering customizable & turnkey solutions that help you cultivate and manage your advisory business while growing AUM. We proactively support and promote each Advisor Partner (AP) on the platform and take the time to understand you and your business so we can help you achieve your goals.
CMS has a philosophy of cross-team collaboration, collective creativity, inspired innovation, inner-personal integrity. We believe investors are best served when professionals all work together. Our vision is to inspire you to share the wealth we’ve created in educated financial advisors, estate planning attorneys.