CLS Investment Firm, LLC ("CLS") is an SEC Registered Investment Advisor and a third party money manager. CLS focuses on our core belief: Risk Budgeting. We partner with financial intermediaries to deliver risk-budgeted solutions to our mutual clients.

Belief

We believe Risk Budgeting is a critical element in creating client portfolios. A client's risk budget is based on the individual's financial goals, ability to handle risk and overall time horizon. CLS portfolio managers then allocate client accounts by overweighting strong asset classes while keeping the risk level consistent. Once a risk budget is assigned, that risk cannot be over-spent, nor can it be underused. Risk Budgeting manages the level of risk within your portfolio.

Deliver

We are always looking for new and innovative ways to deliver Risk Budgeting to investors' portfolios. Clients with existing funds or annuities can take advantage of Risk Budgeting. Qualified plan participants can access CLS management through various platforms. Higher net worth clients can utilize CLS for management of their separate account portfolios. We also have core and satellite portfolios for clients with new money to invest.

Partner

We partner with investors, registered representatives and key vendors to provide the best possible portfolio management. Our partners have full access to portfolio management, sales, service and management teams. At CLS, we are committed to helping you achieve your goals and objectives. We are ready to help representatives and their clients implement risk-budgeted, professionally managed investment solutions. CLS could be the partner you've been looking for.

Why you should call us

CLS works with more than 1500 financial advisors to manage their 40,000 individual clients’ portfolios. With more than 90 combined years of investment experience and more than $4 Billion in assets under management, CLS has the investment experience to help you achieve financial success. Visit www.clsinvest.com to learn more.