25+ Years of Experience Managing Portfolio Risk

CLS has a long history of building risk managed, global portfolios that seek to help investors accumulate wealth, generate income, preserve capital, or mitigate tax consequences.

Explore CLS’s risk managed strategies.

CLS Quarterly Market Outlook

This quarter’s video explores what worked in the second quarter, provides an in-depth look at our investment themes, and features an interview with iShares’ and Capstone.

Exchange Traded Funds

Discover what makes CLS one of the largest active money managers of ETFs, with more than $2 billion invested.

CLS AdvisorIQ White Paper Series

Explore CLS’s AdvisorIQ Series, featuring numerous thought leadership/best practice pieces ranging from succession planning, to the benefits of using a fee-based model, to our take on the DOL’s fiduciary rule.

CLS Logo_Teal and Gray CLS Investments, LLC (CLS) is a third party investment manager, ETF strategist, and long-time trusted partner in the financial industry. CLS’s active asset allocation approach, customizable strategy offerings, and extensive risk management experience have led clients to entrust their portfolios to CLS since 1989.

Through CLS’s partnership structure, the financial advisor maintains a direct relationship with the investor, while CLS’s Portfolio Management and Analytics Teams take on the day-to-day research, trading, and operations required to manage the investor’s account. Together, the investor and his or her advisor use the tools CLS provides to determine the appropriate investing strategy, investment types, and risk budget. The advisor provides this information to CLS so we can accordingly make timely active asset allocation decisions within the investor’s portfolio. Through this mutually beneficial connection, CLS enhances the advisor’s service to the investor.

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