CLS Investments, LLC (CLS) is a third party investment manager, ETF strategist, and longtime trusted partner in the financial industry. CLS’s active asset allocation approach, customizable strategy offerings, and extensive risk management experience have led financial professionals to entrust their clients’ portfolios to CLS since 1989. Today, more than 35,000 investors depend on CLS to manage their investment portfolios and help them reach their financial objectives.
Since many financial advisors find their strengths lie in cultivating relationships and creating an overall financial strategy for their clients, they often choose to outsource the portfolio management function of their role to CLS. The advisor maintains the direct relationship with the client, while CLS’s portfolio management and analytics teams take on the day-to-day research, trading, and operations.