CLS Smart ETF Models

Models allocated to active and smart beta ETFs from multiple premier ETF providers – with a 0% strategist fee. Yes, it’s possible. Discover why CLS’s Smart ETF Models are truly revolutionary.

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

Discover this quarter’s market outlook video, which explores the common threads between all CLS portfolios: Risk Budgeting and the CLS Investment Themes.

American Funds

Since 1998, CLS has been including American Funds in many of our Risk-Budgeted portfolios. Today, we offer access to our American Funds solutions, which start at a low account minimum and offer access to the F3 share class through Constellation Trust Company (CTC) with no transaction fees.1

Discover what makes CLS a great option for professionally managed American Funds assets.

1Other fees may apply

About CLS

CLS is an ETF strategist working with nearly 5,000 financial advisors and 1,300 qualified plan sponsors to manage nearly 40,000 investor portfolios. 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 portfolio management to CLS. CLS’s partnership model gives advisors time to create meaningful relationships with their clients and learn important details about their financial standing, investing time horizon, and specific investment objectives. When the advisor passes this information on to CLS, we can accordingly make timely and active asset allocation decisions within the investor’s portfolio. Through this mutually beneficial connection, CLS can enhance an advisor’s service to investors.

With several billion in assets under management and as a part of NorthStar Financial Services Group, LLC, CLS has the investment experience to help advisors and individual investors achieve financial success.

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Based on data available from Envestnet for the total Fund Strategist Portfolios within the Mutual Fund and Exchange Traded Fund Portfolios. These portfolios offer individual investors an actively managed portfolio comprised of mutual funds and/or ETFs. Many of the funds on the Envestnet platform are institutional class and are not directly available to retail investors. Rankings calculated by CLS using annualized total returns over 5 years for the period ending 12/31/2016. CLS is not affiliated with Envestnet. Investing involves risk. Past performance is not a guide to future results