We help provide our clients with feedback on their asset allocation and intergenerational planning. We design in concert with other members of their planning teams personalized asset allocation and wealth transfer planning strategies. We also assist clients in integrating charitable giving strategies into their overall planning.

Sometimes clients have already developed asset allocation and estate planning strategies with other advisors and are looking to our investment and insurance portfolios for diversification to help implement these strategies. We also provide supplemental advice in our area of expertise on strategies developed with outside advisors in order to achieve a more comprehensive and cohesive plan for the client.

Investment advisory services are also provided by CMS Fund Advisers, Inc. to certain CMS affiliated investment partnerships.