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.
“…For every interaction we have with an advisor or client, I want our employees to be thinking ‘is this what I would doing if this was my mom’s money or even my money?’” Learn why and how CLS’s approach to investment management is unique.
Since 1998, CLS has been including American Funds in many of our Risk-Budgeted portfolios. Today, our growth and aggressive models rank in the top 1-26% of all 296 fund strategist portfolios available on the Envestnet platform. For advisors still considering the move to a fee-based business, CLS’s American Funds solutions are a great place to start.