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| | Lydian Wealth Management (Site not responding. Last check: 2007-10-25) |
 | | Lydian Wealth Management began as CMS Financial Services in 1994, when Steve Lockshin, Jamie McIntyre, and a small handful of professionals incorporated to formalize the investment-consulting services they had been providing to a single high net worth family since 1990. |
 | | CMS continued to be an early adopter of new technologies and service offerings, including consolidated performance reporting, Monte Carlo Simulation analysis, concentrated wealth strategies, and alternative investments, which solidified the relationship with existing clients and opened new relationships. |
 | | Today, Lydian Wealth Management serves approximately 150 wealthy families, providing them with unparalleled investment consulting services and a variety of wealth management services tailored specifically to the ultra-high net worth marketplace, with particular expertise in goals-based investment planning, portfolio construction, alternative investments, concentrated wealth strategies, and performance reporting. |
| www.lydianwealth.com /history.htm (350 words) |
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