Consulting Services

CMS provides services to independent asset managers and other professionals in the areas of:

 

  • competitor benchmarking

  • recruiting / headhunting

  • personalized portfolios*

  • market sector analysis

  • industry analysis

 

*Personalized Portfolios: Clients may make specifications for constructing their portfolio with options to select stocks based on region, sector, specific companies, and can even create mirror image portfolios of their favorite celebrity investors.  Portfolio personalization is ideal for impact investing, socially responsible investing, or avoidance of unethical companies.

 

Consulting agreements can not be applied for on this website.  
Please contact Shirah Foy or Sakari Virkki directly with inquiries.

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Protected by U.S. Patent No. 7835968 and 8484118