Discover Tactical Investment Strategies with An Experienced Team
As an SEC-Registered Investment Advisory Firm founded in St. Louis Missouri in 1986, we offer professional money management services to private clients, financial advisors, and registered investment advisors through a suite of separately managed accounts and self-directed brokerage accounts.
MISSION STATEMENT
At Capital Management Services, Inc. (CMS Advisors), we are dedicated to empowering clients through proactive and innovative wealth management strategies.
Our team is committed to continual pursuit of excellence and education in the financial field, ensuring that our advice and strategies remain on the cutting edge of wealth creation and tax reduction.
Our approach is rooted in a deep understanding of the markets and a commitment to minimizing downside risk without compromising on potential growth. We believe in building lasting relationships based on trust, integrity, and unparalleled service, striving together to achieve not just financial independence for our clients, but also greater peace of mind.
At CMS Advisors, every client's financial success is our mission, as we navigate the complexities of asset management with innovative and tactical approaches designed to enhance financial security.
CMS Separately Managed Account Portfolios
Our services encompass comprehensive financial planning, personalized investment strategies, and ongoing portfolio management.
Conservative Portfolio
Strategy Overview
The risk managed conservative portfolio has a primary objective of long term growth of capital. This portfolio is predominantly invested in low risk asset classes, with a small allocation to higher risk asset classes. Investors are not capable of tolerating much risk and prefer only a modest potential for negative returns beyond a one-year time frame. Investment time horizons are usually short with significant liquidity requirements. There is no guarantee this objective will be met.
Portfolio Construction
To achieve necessary stability and diversification; we utilize a tactical asset methodology in combination with active risk management to calculate the optimal allocation at a given risk tolerance.. The systematic inclusion of broad alternative asset classes is an important differentiating characteristic of this process.
We assign an investable benchmark index to each asset class which has a dual role of:
(1) Part of the asset allocation process (pre-investment) and
(2) Serves as a benchmark to monitor the portfolio and sub-portfolios’ performance (post-investment)
We also benchmark against the Morningstar Conversative Portfolio
Moderate Portfolio
Strategy Overview
The risk managed moderate portfolio has a primary objective of providing long-term capital growth. This portfolio is invested with a modest majority allocation to riskier asset classes with the remainder allocated to low risk asset classes. Investors are willing to take on a reasonable level of risk. Investment time horizon should be moderate to long term with minimal liquidity requirements. There is no guarantee this objective will be met.
Portfolio Construction
To achieve necessary stability and diversification; we use a tactical asset allocation methodology in combination with active risk management to calculate the optimal allocation at a given risk tolerance.. The systematic inclusion of broad alternative asset classes is an important differentiating characteristic of this process.
We assign an investable benchmark index to each asset class which has a dual role of:
(1) Part of the asset allocation process (pre-investment) and
(2) Serves as a benchmark to monitor the portfolio and sub-portfolios’ performance (post-investment)
We also benchmark against the Morningstar Moderate Portfolio
Growth Portfolio
Strategy Overview
The risk managed growth portfolio has a primary objective of long-term growth of capital. This portfolio is invested with a majority allocation to riskier asset classes, and a minority allocation to lower risk asset classes. Investors are willing to take on a significant level of risk including the potential for negative returns over an extended time frame beyond one or two years or possibly longer. Investment time horizon should be very long term with no liquidity requirements over the next several years. There is no guarantee this objective will be met.
Portfolio Construction
To achieve necessary stability and diversification; we utilize a tactical asset allocation methodology in combination with active risk management to calculate the optimal allocation at a given risk tolerance. The systematic inclusion of broad alternative asset classes is an important differentiating characteristic of this process.
We assign an investable benchmark index to each asset class which has a dual role of:
(1) Part of the asset allocation process (pre-investment) and
(2) Serves as a benchmark to monitor the portfolio and sub-portfolios’ performance (post-investment)
We also benchmark against the Morningstar Aggressive Portfolio
FAQS
What is the minimum investment required to work with your advisory firm?
There is no fixed minimum investment at Capital Management Services. We believe in providing financial guidance to clients at all levels. Whether you're just starting to invest or have a substantial portfolio, we tailor our services to meet your specific needs and financial goals.
How do you charge for your services, and are there any hidden fees?
Answer: We are committed to transparency in our fee structure. Our fees are typically based on a percentage of assets under management (AUM), and this fee will be clearly outlined in our agreement. There are no hidden fees. We believe in full disclosure, ensuring you know exactly what you're paying for our expert guidance.
How often will I receive updates on my portfolio's performance?
When you work with your advisor you can work with them on a schedule that fits your needs. You will have regular access to your accounts and performance through the custodial portal.
Get In Touch
Advisory services offered through Capital Management Services, Inc. Client Facing website can be found by visiting: www.cmsadvisors.com.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
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